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Menlo Park, California
$99.9 million AUM
1 office

Value Monitoring, Inc is based in Menlo Park, California and has $99.9 million in assets under management.

Location
250 Oak Grove Avenue
Suite A.
Menlo Park, CA 94025
$99.9 million
AUM
8
Employees
AUM Share
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$99,856,798
Assets under management
137 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 52 $16,504,119 17% $317,387
High net worth individuals 10 $4,927,342 5% $492,734
Pooled investment vehicles 2 $73,245,361 73% $36,622,680
Pension and profit sharing plans 2 $466,212 0% $233,106
Charitable organizations 1 $117,453 0% $117,453
Other corporations or businesses 2 $4,596,311 5% $2,298,156
Employees Share
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8
Employees
3
Investment analysts
38% of total employees
AUM per employee Share
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$99,856,798
Assets under management
$12,482,100
AUM per employee
$33,285,599
AUM per investment analyst
About Share
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Compensation

Value Monitoring, Inc makes money through the following ways:

  • Percentage of AUM
Services offered

Value Monitoring, Inc provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
Firm data Share
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CRD number 106,056
SEC number 801-106582
Legal structure Corporation
Legal governance California, United States
Latest ADV filing date March 30, 2020

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