Values Added Financial
Values Added Financial (CRD# 288912) is a financial advisory firm headquartered in , . They manage $172,649,583 in 310 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management173MILLION
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Total Number of Accounts310ACCOUNTS
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Average Account Value$556,934
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, DC, MA, MD, NC, NH, NY, PA, TX
Zachary Teutsch (CRD# 6820430) is an Investment Advisor Representative working at Values Added Financial in Washington, DC and has over 6 years of experience in the finance industry.
Ariel Weisbard (CRD# 6873030) is an Investment Advisor Representative working at Values Added Financial in Washington, DC and has over 6 years of experience in the finance industry.
Bridget Patel (CRD# 7130667) is an Investment Advisor Representative working at Values Added Financial in Washington, DC and has over 4 years of experience in the finance industry.