CRD: 164704
Value Investment Professionals, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-13-2016
- Office Locations
- 4
Office Locations
About Value Investment Professionals, LLC
Value Investment Professionals is a fee-only, independent RIA providing discretionary asset management for individuals, families, nonprofits, and institutional clients. The team emphasizes rigorous security and holdings-level analysis, seeking opportunities across the investment spectrum rather than relying solely on pooled vehicles like mutual funds. Compensation is AUM-based (no sales commissions) with a focus on minimizing embedded investment costs; custody includes Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANDREW WILLIAM HODGES
Chief Compliance Officer, Managing Member
- CRD
- #6091749
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JOAN M GUCCIONE
--
- CRD
- #2684031
TIMOTHY MCFADDEN
Investment Advisor Representative
- CRD
- #1718980
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $246,737,018 | $1,561,627 |
| Non-Discretionary | $0 | -- |
| Total | $246,737,018 | $1,561,627 |
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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 |
| Other | Available | Available |
| Total | Available | Available |
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