VALUES FIRST ADVISORS INC
Q1 2025 Form 13-F
GRAY, TENNESSEE
$171.4M Reported Value Total
VALUES FIRST ADVISORS, INC. reports 1,504 total accounts under management (AUM). There are 1,364 discretionary accounts valued at $198,252,930, and 140 non-discretionary accounts valued at $3,703,857.
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.