Valueworks, LLC

Valueworks, LLC (CRD# 116850) is a financial advisory firm headquartered in New York, NY. They manage $174,566,108 in 148 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $1,179,501
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, FL, 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, Suite 84g, 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 31 years of experience in the finance industry.

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