VALUETECH PRIVATE ADVISORS

RIASEC Registered

Total AUM

$21.4M

Discretionary

$21.4M

100% of AUM

Avg account

$233K

Accounts

Employees

Advisory reps

Firm details

Headquarters: DIAMOND BAR, California
CRD number: 311165
Website: www.valuetechadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Corporations / Businesses46.29%
HNWI32.49%
Individuals21.23%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Valuetech Private Advisors is an independent RIA organized as an LLC that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its fee model is flexible, combining percentage-of-AUM billing with hourly and fixed fees and the option for performance-based arrangements. The adviser does not self-identify as an active ESG investor and is not listed as a multi-state or newly formed adviser. It is owned by an individual and is not designated as a capital allocator or a related adviser in the available data.