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).
Total Assets Under Management19MILLION
Total Number of Accounts37ACCOUNTS
Average Account Value$513,514
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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.