V
$9.2M Total AUM
$9.2M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
26 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-12-2000
- Office Locations
- 1
Office Locations
-- Chelmsford MA
About Value Financial Services Corp.
Value Financial Services Corp. is a Chelmsford-based RIA. The firm has been operating for 26 years. Managing $9.2M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$9.2M AVG AUM / ADVISOR
$437.5K AVG AUM / CLIENT
22.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
26yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
N
NARENDRA N KAPADIA
Investment Advisor, President
- CRD
- #2774861
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,188,243 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,188,243 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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