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).

Current Firm Details
https://twitter.com/valuesaddeddc
By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    310
    ACCOUNTS
  • Average Account Value
    $556,934
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, MA, MD, NC, NH, NY, PA, TX

Financial Advisors at Values Added Financial
Showing 1 - 3 of 3 top financial advisors.
1
Zachary Teutsch, financial advisor Washington DC
Zachary Teutsch
CRD#: 6820430
Washington, DC

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.

2
Ariel Weisbard, financial advisor Washington DC
Ariel Z. Weisbard
CRD#: 6873030
Washington, DC

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.

3
Bridget Patel, financial advisor Washington DC
Bridget Patel
CRD#: 7130667
Washington, DC

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.

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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