Values First Advisors is an investment advisor in Gray with $196.01 mm assets under management.
Company profile
Website
Employees
SEC CIK
IRS number
270392191
SEC advisor number
801-70391
FINRA CRD number
148532
AUM ?
$190.08 mm
(as of 12 Mar 24)
Accounts
1,488
(as of 12 Mar 24)
Employees
12
(9 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
9 Jan 23
13F-HR
Quarterly holdings report by institutional manager
2 Dec 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22