Value Line Inc (New York)


Value Line Inc is a large advisory firm based in New York. It manages $4.56 billion of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2001.

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Value Line provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Value Line: assets under management

The assets under management (AUM) of Value Line Inc is $4.56 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $4.56 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $198.25 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Value Line Inc 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.

Careers at Value Line Inc

Harold Bernard has been acting as President since 1 Oct 1982. Janet Eakman joined the executive team most recently as the Director.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Inc. Arnold Bernhard And Company Holding company 1 Feb 1946 75% - 100% 13-1540671
Harold Bernard Director 1 Oct 1982 Other 4377555
Samuel Eisenstadt Research chairmn,director 1 Oct 1982 Other 76646
Jean Bernhardbuttner Chairman, ceo, president 1 Jan 1988 50% - 75% 1820021
Jean Haxton Buttner Chairman, ceo, president 1 Jan 1988 Other 1820021
Howard Brecher Vice president, director 1 Jul 1991 Other 4381088
Howard Arthur Brecher Vice president, director 1 Jul 1991 Other 4381088
David Terry Henigson Vice president, director 1 Oct 1992 Other 1579177
Herbert Pardes Director 1 Oct 2000 Other 4381395
Marion Ruth Director 1 Oct 2000 Other 4381431
Edgar Arnold Buttner Director 1 Jul 2003 Other 4804148
Edgar Buttner Director 1 Jul 2003 Other 4804148
Marianne Bernhard Asher Director 1 Jan 2004 Other 4813925
Marianne Asher Director 1 Jan 2004 Other 4813925
Edward Joseph Shanahan Director 1 Nov 2004 Other 4891324
Marion Ruth Director 1 Dec 2005 Other 4381431
Janet Eakman Director 1 Jul 2007 Other 5421391

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Inc. Arnold Bernhard & Company Holding company 1 Jan 1988 75% - 100% 13-1540671

Based in New York

The principal office where Value Line Inc performs its advisory services is located at 220 E. 42 Nd Street, New York, NY 10017 5891, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-907-1500 or by fax 212-682-5571. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.valueline.com.