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VALUEWEALTH SERVICES, LLC

Tel: 410-286-9230
2444 Solomons Island Rd Suite 212
Annapolis, Maryland  21401

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VALUEWEALTH SERVICES, LLC

VALUEWEALTH SERVICES, LLC is a Annapolis, Maryland based financial advisory firm with nearly $196,905,039 in assets under management and provides investment advisory services for 292 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

304049

SEC#:

801-116846

No. of Clients:

292

Assets under Management

$196,905,039

No. of Advisors:

4

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