Chasing Value Asset Management, Inc.

Chasing Value Asset Management, Inc. (CRD# 157336) is a financial advisory firm headquartered in Santa Monica, CA. They manage $16,639,978 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2444 Wilshire Boulevard, Suite 300, Santa Monica, CA 90403
http://www.chasingvalue.com
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $1,279,998
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Chasing Value Asset Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Sheldon Liber, financial advisor Santa Monica CA
Sheldon D. Liber
CRD#: 6037398
2444 Wilshire Boulevard, Suite 300, Santa Monica, CA 90403

Sheldon Liber (CRD# 6037398) is an Investment Advisor Representative working at Chasing Value Asset Management, Inc. in Santa Monica, CA and has over 12 years of experience in the finance industry.

2
Karen Lipson, financial advisor San Diege CA
Karen Lipson
CRD#: 7411452
San Diege, CA

Karen Lipson (CRD# 7411452) is an Investment Advisor Representative working at Chasing Value Asset Management, Inc. in San Diege, CA and has over 2 years of experience in the finance industry.

3
Samuel Serber, financial advisor Santa Monica CA
Samuel H. Serber
CRD#: 7445727
2444 Wilshire Boulevard, Suite 300, Santa Monica, CA 90403

Samuel Serber (CRD# 7445727) is an Investment Advisor Representative working at Chasing Value Asset Management, Inc. in Santa Monica, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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