Valueworks, LLC (CRD# 116850) is a financial advisory firm headquartered in New York, NY. They manage $143,040,229 in 155 accounts and serve the financial needs of clients across 11 states (or territories).
Total Assets Under Management143MILLION
Total Number of Accounts155ACCOUNTS
Average Account Value$922,840
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
AL, AZ, CA, CT, FL, LA, MA, NJ, NY, PA, TX
Charles Lemonides (CRD# 1394147) is an Investment Advisor Representative working at Valueworks, LLC in New York, NY and has over 30 years of experience in the finance industry.