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VALUE VIEW FINANCIAL CORP.

CRD No. 122558 | RIA/Wealth Manager | Last Form ADV Filed on 25 Mar 2024 | Registration: State
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VALUE VIEW FINANCIAL CORP. is an investment management firm founded in 1999, offering personalized and confidential services to individuals and small businesses. The firm's services include determining financial objectives, cash flow management, investment management, education funding, and retirement planning solutions. It operates as a fee-only firm, not selling commissioned products or accepting commissions of any form. The principal owner is Richard Scott Pearson. As of March 31, 2024, the firm managed $3.58 million in assets on a discretionary basis. VALUE VIEW FINANCIAL CORP. primarily invests through discount brokers in various assets like equities, bonds, mutual funds, and government securities. Clients can choose between Asset Management Agreements for ongoing advice or Retainer Agreements for fixed-fee services. Hourly consultation services are also available for limited scope engagements. Both clients and the firm can terminate agreements at any time, with refunds provided for any unearned portion of fees. Overall, VALUE VIEW FINANCIAL CORP. focuses on tailored relationships and transparent, client-centered investment management strategies.

Identifying Information
CRD No.
122558
Latest Filing
25 Mar 2024
Form of Organization
Corporation
Legal Domicile
FL, United States
Registration
State
State Regulator Details
FL | APPROVED | 1996-01-10
OH | APPROVED | 2003-08-07
SC | APPROVED | 2009-07-21
Contact Details
Phone
000-000-0000
Company Information
Client Type with highest AUM
Individuals (other than high net worth individuals)
Proportion of Hedge Funds (by Gross Asset Value)
0%
Last change in no. of employees in an advisory capacity
0 %
Last change in AUM (Annualized)
52 %
Total Reg. AUM $3,580,000
Discretionary $3,580,000
Non-Discretionary $0
$3.58M
Employee Strength 2
2
No. of Accounts 30
Discretionary 30
Non-Discretionary 0
30

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Direct Owners
PEARSON, RICHARD, SCOTT
PRESIDENT (75% or more)

SEC Links
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