Value Investment Professionals, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 164704
- Registered since
- August 5, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI88.58%
- Individuals10.48%
- Pension & Profit Sharing Plans0.95%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Value Investment Professionals, LLC is a privately owned LLC that provides investment advisory services to both individual/family clients and institutional accounts. The firm offers portfolio management for individuals and small businesses and lists pension consulting among its advisory services. Fee arrangements include asset-based fees, hourly charges, and performance-linked fees. FINTRX records indicate the firm is not an active ESG investor and became SEC-registered in 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities16%
- Cash & Cash Equivalents7%
- US Government Bonds5%
- Other4%
Contacts
3 of 4
Timothy Mcfadden
Investment Advisor RepresentativeCRD 1718980
Joan Guccione
Investment Advisor RepresentativeCRD 2684031
Andrew Hodges
Founder and Managing MemberCRD 6091749
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$105M in ETFs
91%
$95.9M
7%
$9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $11.2M | 222,193 | 10.66% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 125 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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