This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Axos · Interactive Brokers · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-14-1992
- Office Locations
- 1
Office Locations
About Value Monitoring, INC
Value Monitoring, Inc. is a boutique registered investment adviser founded in 1988 in Menlo Park, CA. The firm provides integrated financial planning and discretionary investment management alongside tax, estate, and insurance planning, with an emphasis on pursuing growth while limiting significant losses. Small-team, relationship-driven practice serving retail and institutional clients.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID HENDRIK LEVENSON
DIRECTOR, Financial Planner
- CRD
- #6329981
- Ownership
- 50% but less than 75%
MARK ALEXANDER LEVENSON
Chief Compliance Officer, Consultant, DIRECTOR, President
- CRD
- #5154184
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,887,136 | $660,319 |
| Non-Discretionary | $0 | -- |
| Total | $62,887,136 | $660,319 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q3 2022
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing