Globalvalue Investors Inc (Princeton)

Name: Globalvalue Investors Inc
Address: 821 Alexander Road, Suite 115, Princeton, NJ, 08540
Telephone: 609-452-2929

Globalvalue Investors Inc is a large advisory firm based in Princeton. It manages $130 million of regulatory assets for 416 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of New Jersey, New York, Pennsylvania, Texas, and Virginia.

Globalvalue Investors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Globalvalue Investors: assets under management

The assets under management (AUM) of Globalvalue Investors Inc is $130 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $130 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $312.5 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Globalvalue Investors Inc 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.

Careers at Globalvalue Investors Inc

Ram Kolluri has been acting as President since 1 Mar 1997. Michael Joseph Garry joined the executive team most recently as the Vice President/Chief Fiduciary Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ram Kolluri	President/chief investment officer	1 Mar 1997	75% - 100%	707814
Munish Sood	Portfolio manager	1 Sep 2000	Other	2805974
Augustine Elie Hong	Chief operating officer	1 Oct 2000	Other	1990434
Michael Joseph Garry	Director of planning	1 Jul 2001	Other	2026666
Michael Joseph Garry	Vice-president/chief fiduciary officer	1 Nov 2003	Other	2026666

Based in Princeton

The principal office where Globalvalue Investors Inc performs its advisory services is located at 821 Alexander Road, Suite 115, Princeton, NJ 08540, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 609-452-2929 or by fax 609-452-0048. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.globalvalue.com.