Chasing Value Asset Management, Inc.
Chasing Value Asset Management, Inc. (CRD# 157336) is a financial advisory firm headquartered in Santa Monica, CA. They manage $32,000,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management32MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$1,066,667
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- 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
Sheldon Liber (CRD# 6037398) is an Investment Advisor Representative working at Chasing Value Asset Management, Inc. in Santa Monica, CA and has over 6 years of experience in the finance industry.