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Value Analytics, LLC (Athens)


Value Analytics, LLC is an adviser based in Athens. It manages $679.92 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003.

Value Analytics provides portfolio management for investment companies. 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 Analytics: assets under management

The assets under management (AUM) of Value Analytics, LLC is $679.92 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $679.92 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $679.92 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Value Analytics, LLC 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 Athens

The principal office where Value Analytics, LLC performs its advisory services is located at 24695 Deer Ridge Lane, Athens, AL 35613, 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 256-230-0783. The normal business hours are 5 pm - 10 pm on Monday - Friday.


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