CRD: 107321
Value Financial Advisers, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-28-1990
- Office Locations
- 2
Office Locations
About Value Financial Advisers, Inc.
Value Financial Advisers, Inc. is an Orlando-based RIA providing fee-based portfolio management, with financial planning and wealth management as needed. The team follows a value investing philosophy aimed at growing wealth with a margin of safety, grounding decisions in a sober view of global markets rather than crowd behavior. Founded in 1983, it emphasizes continuity of personnel and a long-tenured leadership team (90+ years combined experience). Schwab is a key custodian.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PHILLIP HAYDN CONNORS
Chief Compliance Officer, Owner, President
- CRD
- #5491567
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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WILLIAM CHARLES MASON
Managing Director
- CRD
- #1036748
SCOTT TAYLOR
--
- CRD
- #869457
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,036,666 | $547,691 |
| Non-Discretionary | $7,233,135 | $301,381 |
| Total | $105,269,801 | $518,570 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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