Value Monitoring, Inc
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
FINTRXOverview
Value Monitoring, Inc. is an independent registered investment adviser that has been SEC-registered since 2015 and is owned by an individual. The firm serves individuals, families and institutional clients and provides financial planning, portfolio management for individuals and small businesses, and management of pooled investment vehicles. It also operates as an insurance broker and uses a fee model that combines a percentage of assets under management with performance‑based fees. Value Monitoring is not listed as an active ESG investor and is not reported as a multi‑state adviser or a capital allocator.
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 Funds98%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Mark Levenson
PresidentCRD 5154184
David Levenson
Financial PlannerCRD 6329981
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$3M in ETFs
100%
$3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF (SJNK) | State Street | Passive | High Yield Bond | $1.5M | 62,848 | 50.00% |
Location
Menlo Park, CA
San Mateo
Location
Menlo Park, CA
Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 250 Oak Grove Ave
- Time zone
- PT (UTC-8)
- Office locations
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