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Valued Investing, Inc. (Cambridge)


Valued Investing, Inc. is an internet adviser based in Cambridge. It manages $36.61 thousand of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California and Massachusetts.

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

Valued Investing: assets under management

The assets under management (AUM) of Valued Investing, Inc. is $36.61 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $36.61 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.23 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Valued Investing, 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.

Based in Cambridge

The principal office where Valued Investing, Inc. performs its advisory services is located at 62 Pleasant Street Unit #2, Cambridge, MA 02139, 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 708-945-0233 or by fax 617-206-9777. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.valuedinvesting.com.


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