Value Financial Advisers Inc

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Assets, Funds, Holdings

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Value Financial Advisers Inc
CRD #107321
SEC #801-37987
CIK #
AUM $100.2 MM (88% Disc, 100% US)
Employees5 (80% Investors, 40% Brokers)
Phone303-770-3030
Address9185 E Kenyon Ave Ste 250
Denver, CO 80237
Source IAPDexternal Websiteexternal
Total AUM ($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)
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