Chasing Value Asset Management, Inc.

Chasing Value Asset Management, Inc. (CRD# 157336) is a financial advisory firm headquartered in Santa Monica, CA. They manage $21,000,000 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $466,667
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Chasing Value Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Sheldon D. Liber
CRD#: 6037398
2444 Wilshire Boulevard, Suite 300, Santa Monica, CA 90403
90
Wealthminder
score

Sheldon Liber (CRD# 6037398) is an Investment Advisor Representative working at Chasing Value Asset Management, Inc. in Santa Monica, CA and has over 4 years of experience in the finance industry.

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