NATIONAL VALUATION CONSULTANTS, INC
NATIONAL VALUATION CONSULTANTS, INC. Legal Name
Adviser information for NATIONAL VALUATION CONSULTANTS, INC last updated from Form ADV on February 15th, 2023. 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 | Colorado, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
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 | 1 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Pension consulting services |
|---|---|
| Compensation | Hourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-76989 |
|---|---|
| SEC ERA File Number | 801-76989 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 164739 |
| Legal Entity Identifier | None |
Principal Office
7807 EAST PEAKVIEW AVENUESUITE 200
CENTENNIAL
CO
United States
Monday - Friday, 8AM-530PM
Tel: 303-753-6900, Fax: 303-753-9339
Websites
Chief Compliance Officer
LARRY STARK
PRESIDENT
7807 EAST PEAKVIEW AVENUE, SUITE 200
CENTENNIAL
CO
United States
Tel:
303.301.8000
L*****@*********M
(Full email address available in API data)
Regulatory Contact
REBECCA HECKAMAN
CFO
7807 EAST PEAKVIEW AVENUE, SUITE 200
CENTENNIAL
CO
United States
Tel:
303.301.8053
R********@*********M
(Full email address available in API data)
Industry Affiliates
| NATIONAL VALUATION CONSULTANTS, INC. | Pension consultant |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STARK, LARRY, WAYNE | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 01/2012 | > 75% |