VALUES FIRST ADVISORS INC
Q3 2023 Form 13-F
GRAY, TENNESSEE
$154.8M Reported Value Total
VALUES FIRST ADVISORS, INC. reports 1,488 total accounts under management (AUM). There are 1,346 discretionary accounts valued at $186,509,341, and 142 non-discretionary accounts valued at $3,566,399.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.