Compu Val Investments Inc is a large advisory firm based in Wilmington. It manages $129.4 million of regulatory assets for 290 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 36 other states.
Compu Val Investments provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Compu Val Investments Inc is $129.4 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Compu Val Investments 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.
Donald James Kalil has been acting as President since 1 Jun 1994. James Kalil joined the executive team most recently as the Chairman Of The Board.
The principal office where Compu Val Investments Inc performs its advisory services is located at 1702 Lovering Avenue, Wilmington, DE 19806, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 302-652-6767 or by fax 302-652-0896. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.compuval.com.