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).
Total Assets Under Management175MILLION
Total Number of Accounts148ACCOUNTS
Average Account Value$1,179,501
- 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, FL, NJ, NY, PA, TX
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.