Value Monitoring Inc.

250 Oak Grove Ave 2nd Floor Suite A

Menlo Park, CA 94025

650-451-3410

Don't fit your life into your money.

About Value Monitoring Inc.

Deep Relationships built on mutual trust and respect are key to success. Those who work with us will tell you that we are responsive as well as proactive, and that we communicate honestly. Our team is passionate and thorough in how we assess our clients' financial goals.

General Information

Firm Start Year

1988

No.of Employees

5-9

Firm CRD#

106056

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

We are principally located in Menlo Park CA in the heart of the Silicon Valley, and the Bay Area is where the majority of our clients reside. However, we have satellite offices in New Jersey and Georgia, and have clients across the U.S.

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

Spanish, Japanese, Dutch

Advisory Services Provided

Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Investment Advice & Management, Insurance Products & Annuities, Financial Planning

Services

Investment Types

Stocks, Mutual Funds, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs)

Can meet clients in the following ways

Via Email, Our Offices, Our Office, Via Phone, Video Conference, Your Office

Compliance

Registered Investment Advisor

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Insurance and Annuity Licenses

Life, Variable Life

Firm Information

Firm's Number of Clients

125

Firm's Number of Planning Clients

125

Firm's Number of Managed Clients

125

Assets Managed by Firm

$100,000,000

Advisor's Number of Clients

125

Advisor's Number of Managed Clients

125

Advisor's Number of Planning Clients

125

Assets Managed by Advisor

100,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

100,000

Fee % Based on Assets

Hourly Rate

n/a

Additional Details on Charges

Our only method of compensation is from assets under management. That allows us to sit on the same side of the table as our clients whenever we discuss choices about their financial lives.

Education

Certified Financial Planner - CFP

New York University
1/2012 - 8/2012

Certified Investment Management Analyst (pre-cert) -

Yale University
5/2020 - 10/2020

Disclosures

https://valuemonitoring.com/resources/

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