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Valuevest Management Co LLC (San Francisco)


Valuevest Management Co 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.

Valuevest Management 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.

Valuevest Management: assets under management

The assets under management (AUM) of Valuevest Management Co 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 firm manages $14.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.46 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Valuevest Management Co LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Valuevest Management Co 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.


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