Value Financial Advisers Inc

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Value Financial Advisers Inc ✚
CRD #	107321
SEC #	801-37987
CIK #
AUM	$100.2 MM (88% Disc, 100% US)
Employees	5 (80% Investors, 40% Brokers)
Phone	303-770-3030
Address	9185 E Kenyon Ave Ste 250 Denver, CO 80237
Source	IAPD Website

Total AUM ($BB)

Sector	Holding	Cap ($MM)	Value ($MM)
	ORCL	188,990.0	240.3
	IAU		235.0
	MA	250,210.0	226.7
	NWSA	7,630.0	217.2
	BAC	279,520.0	199.6
	SLB	58,320.0	146.2
	XEC	6,970.0	134.9
	EXPD	13,080.0	106.1
	DOX	7,640.0	98.2
	BIDU	58,200.0	95.0
View All

Holdings by Sector ($BB)

[{"dt": "2014-02-12", "sector": "Basic Industries", "value": 0.035467}, {"dt": "2014-02-12", "sector": "Capital Goods", "value": 0}, {"dt": "2014-02-12", "sector": "Consumer Durables", "value": 0}, {"dt": "2014-02-12", "sector": "Consumer Non-Durables", "value": 0}, {"dt": "2014-02-12", "sector": "Consumer Services", "value": 0.143648}, {"dt": "2014-02-12", "sector": "Energy", "value": 0.622744}, {"dt": "2014-02-12", "sector": "Exchange-Traded Fund", "value": 0.123868}, {"dt": "2014-02-12", "sector": "Finance", "value": 0.428892}, {"dt": "2014-02-12", "sector": "Health Care", "value": 0.101017}, {"dt": "2014-02-12", "sector": "Miscellaneous", "value": 0.137645}, {"dt": "2014-02-12", "sector": "n/a", "value": 0}, {"dt": "2014-02-12", "sector": "Public Utilities", "value": 0}, {"dt": "2014-02-12", "sector": "Technology", "value": 0.671433}, {"dt": "2014-02-12", "sector": "Transportation", "value": 0.227174}, {"dt": "2015-02-13", "sector": "Basic Industries", "value": 0}, {"dt": "2015-02-13", "sector": "Capital Goods", "value": 0}, {"dt": "2015-02-13", "sector": "Consumer Durables", "value": 0}, {"dt": "2015-02-13", "sector": "Consumer Non-Durables", "value": 0}, {"dt": "2015-02-13", "sector": "Consumer Services", "value": 0.5903}, {"dt": "2015-02-13", "sector": "Energy", "value": 0.697923}, {"dt": "2015-02-13", "sector": "Exchange-Traded Fund", "value": 0.146553}, {"dt": "2015-02-13", "sector": "Finance", "value": 0.381502}, {"dt": "2015-02-13", "sector": "Health Care", "value": 0.139053}, {"dt": "2015-02-13", "sector": "Miscellaneous", "value": 0.188561}, {"dt": "2015-02-13", "sector": "n/a", "value": 0}, {"dt": "2015-02-13", "sector": "Public Utilities", "value": 0}, {"dt": "2015-02-13", "sector": "Technology", "value": 0.699567}, {"dt": "2015-02-13", "sector": "Transportation", "value": 0.268943}, {"dt": "2016-02-12", "sector": "Basic Industries", "value": 0}, {"dt": "2016-02-12", "sector": "Capital Goods", "value": 0.115791}, {"dt": "2016-02-12", "sector": "Consumer Durables", "value": 0}, {"dt": "2016-02-12", "sector": "Consumer Non-Durables", "value": 0}, {"dt": "2016-02-12", "sector": "Consumer Services", "value": 0.487495}, {"dt": "2016-02-12", "sector": "Energy", "value": 0.342646}, {"dt": "2016-02-12", "sector": "Exchange-Traded Fund", "value": 0.179681}, {"dt": "2016-02-12", "sector": "Finance", "value": 0.305434}, {"dt": "2016-02-12", "sector": "Health Care", "value": 0.130043}, {"dt": "2016-02-12", "sector": "Miscellaneous", "value": 0.197631}, {"dt": "2016-02-12", "sector": "n/a", "value": 0}, {"dt": "2016-02-12", "sector": "Public Utilities", "value": 0}, {"dt": "2016-02-12", "sector": "Technology", "value": 0.695762}, {"dt": "2016-02-12", "sector": "Transportation", "value": 0.208194}, {"dt": "2017-02-13", "sector": "Basic Industries", "value": 0}, {"dt": "2017-02-13", "sector": "Capital Goods", "value": 0.115453}, {"dt": "2017-02-13", "sector": "Consumer Durables", "value": 0}, {"dt": "2017-02-13", "sector": "Consumer Non-Durables", "value": 0}, {"dt": "2017-02-13", "sector": "Consumer Services", "value": 0.327857}, {"dt": "2017-02-13", "sector": "Energy", "value": 0.084305}, {"dt": "2017-02-13", "sector": "Exchange-Traded Fund", "value": 0.220384}, {"dt": "2017-02-13", "sector": "Finance", "value": 0.488622}, {"dt": "2017-02-13", "sector": "Health Care", "value": 0.180128}, {"dt": "2017-02-13", "sector": "Miscellaneous", "value": 0.171751}, {"dt": "2017-02-13", "sector": "n/a", "value": 0}, {"dt": "2017-02-13", "sector": "Public Utilities", "value": 0}, {"dt": "2017-02-13", "sector": "Technology", "value": 0.494898}, {"dt": "2017-02-13", "sector": "Transportation", "value": 0.099668}, {"dt": "2018-02-13", "sector": "Basic Industries", "value": 0}, {"dt": "2018-02-13", "sector": "Capital Goods", "value": 0.137641}, {"dt": "2018-02-13", "sector": "Consumer Durables", "value": 0}, {"dt": "2018-02-13", "sector": "Consumer Non-Durables", "value": 0.019504}, {"dt": "2018-02-13", "sector": "Consumer Services", "value": 0.366353}, {"dt": "2018-02-13", "sector": "Energy", "value": 0.281086}, {"dt": "2018-02-13", "sector": "Exchange-Traded Fund", "value": 0.235022}, {"dt": "2018-02-13", "sector": "Finance", "value": 0.535114}, {"dt": "2018-02-13", "sector": "Health Care", "value": 0.08566}, {"dt": "2018-02-13", "sector": "Miscellaneous", "value": 0.226724}, {"dt": "2018-02-13", "sector": "n/a", "value": 0}, {"dt": "2018-02-13", "sector": "Public Utilities", "value": 0}, {"dt": "2018-02-13", "sector": "Technology", "value": 0.618791}, {"dt": "2018-02-13", "sector": "Transportation", "value": 0.106089}]

Comparable Firms	State	AUM ($BB)
Magnolia Financial Planning Services Inc ✚	SC	0.1
Global Wealth Management LC ✚		0.1
Wealth Management International Ltd ✚	AZ	0.1
Yoder ANAT Nurit Levy ✚	CA	0.1
Garity Thomas Malcolm ✚	PR	0.1
Duke & Co Advisory Inc ✚	VA	0.1
Columbia Financial Advisors LLP ✚	DC	0.1
Professional Advisory Resources LLC ✚	GA	0.1
Complete Investment Management Inc of Philade ✚	PA	0.1
VACA Creek Asset Management LLC ✚	CA	0.1

Value Financial Advisers Inc

Assets, Funds, Holdings