Valueworks, LLC

Valueworks, LLC (CRD# 116850) is a financial advisory firm headquartered in New York, NY. They manage $312,114,211 in 98 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
One World Trade, Suite 84g, New York, NY 10007
https://www.linkedin.com/company/valueworks-llc/about/
By the Numbers
  • Total Assets Under Management
    312
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $3,184,839
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
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 Lemonides, financial advisor New York NY
Charles S. Lemonides
CRD#: 1394147
One World Trade, Suite 84g, New York, NY 10007

Charles Lemonides (CRD# 1394147) is an Investment Advisor Representative working at Valueworks, LLC in New York, NY and has over 37 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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