Value Monitoring, Inc

RIAState Registered

Total AUM

$62.9M

Discretionary

$62.9M

100% of AUM

Avg account

$1.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Menlo Park, California
CRD number: 106056
Registered since: August 24, 2015
Website: valuemonitoring.com
Custodians: AXOS CLEARING LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI60.69%
Pooled Investment Vehicles28.67%
Individuals7.43%
Pension & Profit Sharing Plans3.18%
Charitable Organizations0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Value Monitoring, Inc. is an independent, California-registered investment adviser and corporation that serves both individual/family and institutional clients. The firm combines portfolio management and financial planning services for individuals, small businesses, and pooled investment vehicles, and also operates as an insurance broker. Its fee model mixes a percentage-of-AUM charge with performance-based fees for certain arrangements. The firm appears to focus on traditional wealth-management relationships rather than acting as a capital allocator or a multi-state adviser. Its operating structure is owner-led and oriented toward direct client relationships and outsourced third-party investment managers where needed.