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About VALUENGINE CAPITAL MANAGEMENT LLC
VALUENGINE CAPITAL MANAGEMENT LLC is a financial advising firm that provides expert services to clients in making financial decisions. With a team of experienced professionals, the firm aims to assist individuals and businesses in achieving their financial goals.
Key Takeaways:
- VALUENGINE CAPITAL MANAGEMENT LLC offers financial expertise and guidance to clients
- The firm is comprised of a team of experienced professionals who are committed to helping clients achieve their financial goals
Facts and Insights
As of 2021, VALUENGINE CAPITAL MANAGEMENT LLC has over $500 million in assets under management and a team of 10 experienced advisors who have a collective industry experience of over 100 years.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2005 | $500 | 10 |
Financial Services Offered
- Investment Management
- Financial Planning
- Tax Planning
- Retirement Planning
- Estate Planning
Client Types
- High Net Worth Individuals
- Small Businesses
- Corporations
- Non-profit Organizations
Fees & Compensation
VALUENGINE CAPITAL MANAGEMENT LLC charges clients based on a percentage of assets under management. This fee structure ensures that the firm’s interests align with those of the clients, as the firm only earns more when the client’s portfolio grows.
Background
VALUENGINE CAPITAL MANAGEMENT LLC was founded in 2005 and has been providing its services to clients for over 15 years. The firm has built a solid reputation for its expertise, personalized approach, and commitment to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a reputable financial advising firm, VALUENGINE CAPITAL MANAGEMENT LLC complies with all necessary regulations and has a clean record with no disciplinary actions or disclosures.