Compu Val Investments Inc (Wilmington)

Name: Compu Val Investments Inc
Address: 1702 Lovering Avenue, Wilmington, DE, 19806
Telephone: 302-652-6767

Compu Val Investments Inc is a large advisory firm based in Wilmington. It manages $129.4 million of regulatory assets for 290 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 36 other states.

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

Compu Val Investments: assets under management

The assets under management (AUM) of Compu Val Investments Inc is $129.4 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $128.61 million in discretionary accounts and $791.57 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $445.01 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $791.57 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Compu Val Investments 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 Compu Val Investments Inc

Donald James Kalil has been acting as President since 1 Jun 1994. James Kalil joined the executive team most recently as the Chairman Of The Board.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Kalil	Chairman of the board	1 Jun 1994	25% - 50%	1736240
Donald James Kalil	President	1 Jun 1994	25% - 50%	1525800

Based in Wilmington

The principal office where Compu Val Investments Inc performs its advisory services is located at 1702 Lovering Avenue, Wilmington, DE 19806, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 302-652-6767 or by fax 302-652-0896. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.compuval.com.