Valuvest Management Company, LLC is an internet adviser based in San Francisco. It manages $14.91 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Valuvest Management Company provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Valuvest Management Company, LLC is $14.91 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Valuvest Management Company, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Valuvest Management Company, LLC performs its advisory services is located at 3288 Steiner Street, San Francisco, CA 94123, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (415) 749-3002 or by fax (415) 776-2960. The normal business hours are 7:00 a.m. - 6:00 p.m. on Monday - Friday.