Compound Value Advisers, LLC

Compound Value Advisers, LLC (CRD# 168084) is a financial advisory firm headquartered in Gilbert, AZ. They manage $28,309,090 in 57 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
67 South Higley Rd, Suite 103 - 478, Gilbert, AZ 85296
http://www.compoundvalue.com
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $496,651
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
The map below shows states where this firm has explicit registration only.

AZ, CA, MI, TX

Financial Advisors at Compound Value Advisers, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jerome Matecun, financial advisor Gilbert AZ
Jerome W. Matecun
CRD#: 2965979
Gilbert, AZ

Jerome Matecun (CRD# 2965979) is an Investment Advisor Representative working at Compound Value Advisers, LLC in Gilbert, AZ and has over 10 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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