LeadIQ logo
Learn more at LeadIQ.com

Value Monitoring, Inc Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Value Monitoring, Inc is a registered investment advisor and boutique financial planning and investment management firm based in Menlo Park, California. Founded in 1988, the firm emphasizes a strategy that seeks to grow wealth while limiting significant losses. Its offerings include investment management, tax and estate planning, life insurance, and related financial services delivered through a personalized advisory relationship. A small, dedicated team works closely with clients to understand their life circumstances and tailor strategies accordingly. Within the investment management industry, the company operates as a boutique practice focused on aligning financial decisions with clients' broader life goals.

Find Value Monitoring, Inc employees' phone numbers or email addresses

Value Monitoring, Inc Global Highlights

Location
Employees

Asia
1

Minus sign iconPlus sign icon
  • Japan
    1

North America
1

Minus sign iconPlus sign icon
  • United States Of America
    1

Value Monitoring, Inc's Leadership

  • Stylized image of a person
    D. L.
    Investment Manager/Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. E.
    Investment Analyst
    Phone icon
    Mobile Phone

Value Monitoring, Inc Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Supply Chain
  • Accounting
  • Administrative
  • Other
  • Analytics

Contact profiles from Value Monitoring, Inc

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. L.
    Investment Manager/Financial Planner
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Jun 08, 2026
  • Stylized image of a person
    L. E.
    Investment Analyst
    Phone icon
    Mobile Phone
    JapanTokyo
    May 21, 2026

Frequently Asked Questions

What is Value Monitoring, Inc known for?

Minus sign iconPlus sign iconValue Monitoring, Inc was founded in 1985 operates in the Investment Management industry. The company's main headquarters is located in 250 Oak Grove Avenue Suite a 2nd Floor Menlo Park, California 94025 United States. Explore Value Monitoring, Inc's company overview page for more information.

What is Value Monitoring, Inc's most common email format?

Minus sign iconPlus sign iconValue Monitoring, Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Value Monitoring, Inc email formats with LeadIQ.

How many employees does Value Monitoring, Inc have currently?

Minus sign iconPlus sign iconValue Monitoring, Inc has approximately 3 employees as of June 2026. These team members are located across 2 continents, including AsiaNorth America.

Who are Value Monitoring, Inc's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, Value Monitoring, Inc's key employees include:

  • Investment Manager/Financial Planner: D. L.
  • Investment Analyst: L. E.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.