A
$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
15 yrs Firm Age
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- Custodian
- Fidelity/NFS · Interactive Brokers · JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-06-2010
- Office Locations
- 1
Office Locations
4614 California Street SAN Francisco CA
About Allied Value, LLC
Allied Value, LLC is a San Francisco-based RIA providing discretionary, value-oriented investment management for companies, pensions, endowments, trusts, and qualified persons. The firm emphasizes long-term portfolios, seeking multi-year results that exceed the S&P 500, and implements strategies through separately managed accounts that may use ETFs.
Team overview
-- AVG AGE
$4.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
15.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Glacier insight
Investment Vehicles
Vital
Services
Foundation
Owner & Executives
P
PAUL SCHWARZBACH
Managing Member
- CRD
- #4189698
- Ownership
- 75% or more
(346) 711-5451
bridge.oak@vectorcapital.com
in linkedin.com/in/fusion-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,002,376 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,002,376 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,002,376
Cash:
31.9% Equity - Exchange:
68.1% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,948,089,987 | 31.9% |
| Equity - Exchange | $4,158,775,176 | 68.1% |
| Total | $6,106,865,163 | 100.0% |