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