Value Investing And Management, Inc.

Value Investing And Management, Inc. (CRD# 130281) is a financial advisory firm headquartered in , . They manage $1,981,245 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $247,656
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Value Investing And Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Martin O'leary, financial advisor Pearland TX
Martin G. O'leary
CRD#: 4752018
Pearland, TX

Martin O'leary (CRD# 4752018) is an Investment Advisor Representative working at Value Investing And Management, Inc. in Pearland, TX and has 1 year 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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