Compound Value Advisers, LLC

Compound Value Advisers, LLC (CRD# 168084) is a financial advisory firm headquartered in Tustin, CA. They manage $19,000,000 in 37 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $513,514
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
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, MI

Financial Advisors at Compound Value Advisers, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jerome W. Matecun
CRD#: 2965979
250 El Camino Real, Suite 119, Tustin, CA 92780
90
Wealthminder
score

Jerome Matecun (CRD# 2965979) is an Investment Advisor Representative working at Compound Value Advisers, LLC in Tustin, CA and has over 4 years of experience in the finance industry.

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