Value Line Inc (New York)

Name: Value Line Inc
Address: 220 E. 42 Nd Street, New York, NY, 10017 5891
Telephone: 212-907-1500

Value Line Inc is a large advisory firm based in New York. It manages $4.56 billion of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2001.

Value Line provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. 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 Line: assets under management

The assets under management (AUM) of Value Line Inc is $4.56 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.56 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $198.25 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Value Line 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 Value Line Inc

Harold Bernard has been acting as President since 1 Oct 1982. Janet Eakman joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Arnold Bernhard And Company	Holding company	1 Feb 1946	75% - 100%	13-1540671
Harold Bernard	Director	1 Oct 1982	Other	4377555
Samuel Eisenstadt	Research chairmn,director	1 Oct 1982	Other	76646
Jean Bernhardbuttner	Chairman, ceo, president	1 Jan 1988	50% - 75%	1820021
Jean Haxton Buttner	Chairman, ceo, president	1 Jan 1988	Other	1820021
Howard Brecher	Vice president, director	1 Jul 1991	Other	4381088
Howard Arthur Brecher	Vice president, director	1 Jul 1991	Other	4381088
David Terry Henigson	Vice president, director	1 Oct 1992	Other	1579177
Herbert Pardes	Director	1 Oct 2000	Other	4381395
Marion Ruth	Director	1 Oct 2000	Other	4381431
Edgar Arnold Buttner	Director	1 Jul 2003	Other	4804148
Edgar Buttner	Director	1 Jul 2003	Other	4804148
Marianne Bernhard Asher	Director	1 Jan 2004	Other	4813925
Marianne Asher	Director	1 Jan 2004	Other	4813925
Edward Joseph Shanahan	Director	1 Nov 2004	Other	4891324
Marion Ruth	Director	1 Dec 2005	Other	4381431
Janet Eakman	Director	1 Jul 2007	Other	5421391

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Arnold Bernhard & Company	Holding company	1 Jan 1988	75% - 100%	13-1540671

Based in New York

The principal office where Value Line Inc performs its advisory services is located at 220 E. 42 Nd Street, New York, NY 10017 5891, 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 212-907-1500 or by fax 212-682-5571. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.valueline.com.