Valueworks, LLC

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).

By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $922,840
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CT, FL, LA, MA, NJ, NY, PA, TX

Financial Advisors at Valueworks, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Charles S. Lemonides
CRD#: 1394147
One World Trade, 85th Floor, New York, NY 10007
96
Wealthminder
score

Charles Lemonides (CRD# 1394147) is an Investment Advisor Representative working at Valueworks, LLC in New York, NY and has over 29 years of experience in the finance industry.

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