STANDARD VALUATIONS, INC.

STANDARD VALUATIONS INC Legal Name

Adviser information for STANDARD VALUATIONS, INC. last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Minnesota, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 92 $0
Charitable organizations 0 $0
State or municipal gov entities 2 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 2 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 96
No. of Non-U.S. Clients 0

Services

Advisory Services Pension consulting services
Compensation Fixed fees

Identifiers

SEC RIA File Number 801-51307
SEC ERA File Number 801-51307
SEC CIK Numbers None
SEC CRD Numbers 112413
Legal Entity Identifier None

Principal Office

4801 HIGHWAY 61 N, STE. 203
WHITE BEAR LAKE
MN
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 651-690-5441, Fax: None

Chief Compliance Officer

DEANN DERBY ELVIN
OWNER
4801 HIGHWAY 61 N, STE. 203
WHITE BEAR LAKE
MN
United States
Tel: 651-690-5441
Fax: N/A
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
ELVIN, RICHARD, LYNN Individual PRESIDENT 11/2009 < 5%
ELVIN, DEANN, DERBY Individual OWNER/CHIEF COMPLIANCE OFFICER 11/2022 > 75%
Elvin, Andrew, Derby Individual CHIEF EXECUTIVE OFFICER 12/2022 < 5%

No. Employees, Historic

10502020202120222023202420252 on 3/30/20202 on 3/22/20213 on 2/7/20223 on 2/13/20233 on 3/19/2024

No. Clients, Historic

10050020202021202220232024202595 on 3/30/202098 on 3/22/202195 on 2/7/202296 on 2/13/202396 on 3/19/2024