Value Architects Asset Management LLC is a large advisory firm based in Hoboken. It manages $107.15 million of regulatory assets for 160 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Delaware, Florida, New Jersey, New York, and Texas.
Value Architects Asset Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. 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 Value Architects Asset Management LLC is $107.15 million. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Value Architects Asset Management LLC for their services and products based on a percentage of assets under management. 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 firm provides services to individuals and high net worth individuals. The largest group of clients of Victoria Larson Fillet is individuals with 129 clients and $73.77 million of assets under management. Among the 7 most similar advisory firms, Value Architects Asset Management has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $95.87 million for 149 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Value Architects Asset Management doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Victoria Larson Fillet has been acting as President since 1 Feb 2005. Mark Gareth Harding joined the executive team most recently as the Member.
The principal office where Value Architects Asset Management LLC performs its advisory services is located at 50 Harrison Street, Hoboken, NJ 07030 The mailing address of the firm is 50 Harrison Street, Hoboken, NJ 07030. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 201-222-9930 or by fax 866-783-1697. The normal business hours are 8:30 am-4:30 pm on Monday - Friday. You can find more information about the New York firm at valuearchitects.com.