VALUE FINANCIAL ADVISERS, INC.
CRD #107321 SEC #801-37987 ORLANDO, FL 303-770-3030
SEC Registered
Total AUM
$105.3M
Discretionary
$98M
Employees
4
Clients
0
Accounts
203
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2024 | $105.3M | $98M | $7.2M | 4 | 1 |
| Apr 2024 | $105.3M | $98M | $7.2M | 4 | 1 |
| Feb 2023 | $99.9M | $91M | $8.8M | 4 | 1 |
| Aug 2022 | $102.9M | $94.7M | $8.1M | 4 | 1 |
| Mar 2022 | $102.9M | $94.7M | $8.1M | 4 | 1 |
| Mar 2021 | $102.6M | $96.9M | $5.7M | 5 | 1 |
| Jan 2021 | $96.3M | $90.7M | $5.7M | 5 | 1 |
| Dec 2020 | $96.3M | $90.7M | $5.7M | 5 | 1 |
| Sep 2020 | $96.3M | $90.7M | $5.7M | 5 | 1 |
| Jun 2020 | $103.3M | $94.4M | $9M | 5 | 1 |
| Mar 2020 | $103.3M | $94.4M | $9M | 5 | 1 |
| Mar 2020 | $103.3M | $94.4M | $9M | 5 | 1 |
| Apr 2019 | $100.2M | $88M | $12.2M | 5 | 1 |
| Mar 2019 | $100.2M | $88M | $12.2M | 5 | 1 |
| Mar 2019 | $109.5M | $94M | $15.5M | 5 | 251 |
| Mar 2018 | $109.5M | $94M | $15.5M | 5 | 251 |
| Mar 2017 | $100.6M | $94.7M | $6M | 5 | 200 |
| Mar 2016 | $99.9M | $93.6M | $6.3M | 5 | 200 |
| Mar 2015 | $117.1M | $111.6M | $5.5M | 5 | 300 |
| Mar 2014 | $128.2M | $124M | $4.3M | 5 | 300 |
| Mar 2013 | $139.5M | $132M | $7.5M | 5 | 300 |
| Mar 2012 | $120M | $115.5M | $4.5M | 1 | 300 |
| Mar 2011 | $119.9M | $113.8M | $6.1M | 5 | -- |
| Mar 2009 | $82.5M | $77M | $5.5M | 5 | -- |
| Mar 2008 | $87M | $79.5M | $7.5M | 5 | -- |
| Mar 2007 | $79.3M | $72M | $7.3M | 5 | -- |
| Jan 2007 | $74.3M | $67.5M | $6.8M | 5 | -- |
| Mar 2006 | $74.3M | $67.5M | $6.8M | 5 | -- |
| Jan 2005 | $66.9M | $56.8M | $10.1M | 5 | -- |
| Mar 2004 | $66.9M | $56.8M | $10.1M | 10 | -- |
| Oct 2003 | $52.6M | $43.5M | $9.1M | 5 | -- |
| May 2002 | $72.3M | $59.4M | $12.9M | 10 | -- |
| Nov 2001 | $65.3M | $51.7M | $13.6M | 10 | -- |
DateMay 2024
Total AUM$105.3M
Discretionary$98M
Non-Disc.$7.2M
Employees4
Clients1
DateApr 2024
Total AUM$105.3M
Discretionary$98M
Non-Disc.$7.2M
Employees4
Clients1
DateFeb 2023
Total AUM$99.9M
Discretionary$91M
Non-Disc.$8.8M
Employees4
Clients1
DateAug 2022
Total AUM$102.9M
Discretionary$94.7M
Non-Disc.$8.1M
Employees4
Clients1
DateMar 2022
Total AUM$102.9M
Discretionary$94.7M
Non-Disc.$8.1M
Employees4
Clients1
DateMar 2021
Total AUM$102.6M
Discretionary$96.9M
Non-Disc.$5.7M
Employees5
Clients1
DateJan 2021
Total AUM$96.3M
Discretionary$90.7M
Non-Disc.$5.7M
Employees5
Clients1
DateDec 2020
Total AUM$96.3M
Discretionary$90.7M
Non-Disc.$5.7M
Employees5
Clients1
DateSep 2020
Total AUM$96.3M
Discretionary$90.7M
Non-Disc.$5.7M
Employees5
Clients1
DateJun 2020
Total AUM$103.3M
Discretionary$94.4M
Non-Disc.$9M
Employees5
Clients1
DateMar 2020
Total AUM$103.3M
Discretionary$94.4M
Non-Disc.$9M
Employees5
Clients1
DateMar 2020
Total AUM$103.3M
Discretionary$94.4M
Non-Disc.$9M
Employees5
Clients1
DateApr 2019
Total AUM$100.2M
Discretionary$88M
Non-Disc.$12.2M
Employees5
Clients1
DateMar 2019
Total AUM$100.2M
Discretionary$88M
Non-Disc.$12.2M
Employees5
Clients1
DateMar 2019
Total AUM$109.5M
Discretionary$94M
Non-Disc.$15.5M
Employees5
Clients251
DateMar 2018
Total AUM$109.5M
Discretionary$94M
Non-Disc.$15.5M
Employees5
Clients251
DateMar 2017
Total AUM$100.6M
Discretionary$94.7M
Non-Disc.$6M
Employees5
Clients200
DateMar 2016
Total AUM$99.9M
Discretionary$93.6M
Non-Disc.$6.3M
Employees5
Clients200
DateMar 2015
Total AUM$117.1M
Discretionary$111.6M
Non-Disc.$5.5M
Employees5
Clients300
DateMar 2014
Total AUM$128.2M
Discretionary$124M
Non-Disc.$4.3M
Employees5
Clients300
DateMar 2013
Total AUM$139.5M
Discretionary$132M
Non-Disc.$7.5M
Employees5
Clients300
DateMar 2012
Total AUM$120M
Discretionary$115.5M
Non-Disc.$4.5M
Employees1
Clients300
DateMar 2011
Total AUM$119.9M
Discretionary$113.8M
Non-Disc.$6.1M
Employees5
Clients--
DateMar 2009
Total AUM$82.5M
Discretionary$77M
Non-Disc.$5.5M
Employees5
Clients--
DateMar 2008
Total AUM$87M
Discretionary$79.5M
Non-Disc.$7.5M
Employees5
Clients--
DateMar 2007
Total AUM$79.3M
Discretionary$72M
Non-Disc.$7.3M
Employees5
Clients--
DateJan 2007
Total AUM$74.3M
Discretionary$67.5M
Non-Disc.$6.8M
Employees5
Clients--
DateMar 2006
Total AUM$74.3M
Discretionary$67.5M
Non-Disc.$6.8M
Employees5
Clients--
DateJan 2005
Total AUM$66.9M
Discretionary$56.8M
Non-Disc.$10.1M
Employees5
Clients--
DateMar 2004
Total AUM$66.9M
Discretionary$56.8M
Non-Disc.$10.1M
Employees10
Clients--
DateOct 2003
Total AUM$52.6M
Discretionary$43.5M
Non-Disc.$9.1M
Employees5
Clients--
DateMay 2002
Total AUM$72.3M
Discretionary$59.4M
Non-Disc.$12.9M
Employees10
Clients--
DateNov 2001
Total AUM$65.3M
Discretionary$51.7M
Non-Disc.$13.6M
Employees10
Clients--