At Mills Value, while we are committed to managing your investments with expertise and diligence, it’s important to understand that all investment strategies carry inherent risks, including the potential loss of principal. We do not guarantee financial outcomes or protect against losses in declining markets. Investors are advised to consider their individual financial objectives and risk tolerance before investing.
Additional information about Mills Value Adviser, Inc. is available on the SEC’s website at adviserinfo.sec.gov.
- Latest Form ADV filed: FORM ADV 105886 (PDF)
- Brochure: Mills Value Adviser, Inc. CRD #105886 (PDF)
1. Regulatory Information
Mills Value Adviser, Inc.
SEC Registration Number: CRD #105886
We are regulated by the Virginia State Corporation Commission (Virginia SCC), ensuring a compliance-centric operational framework.
2. Background and Qualifications
The financial advisors at Mills Value Adviser, Inc. possess a rich heritage of experience in the finance domain, with pertinent certifications and registrations. We encourage prospective investors to review our advisors’ backgrounds to ensure they are proficiently qualified to steward your investments.
3. Investment Strategy and Risks
Our investment strategy encompasses a diversified asset portfolio. Risks associated include market volatility, liquidity risks, and potential loss of principal. A comprehensive understanding of these risks is essential before investing.
4. Performance and Fees
No disciplinary actions within the securities industry pertain to Mills Value Adviser, Inc. or its managers. A clean slate underscores our adherence to industry standards and ethical practices.
5. Privacy Policy
Our privacy policy explains the collection, usage, and protection of personal information, adhering to stringent data privacy standards.
6. Additional Disclosures
Our website may contain links to third-party websites. We are not responsible for the content or privacy practices of those websites.
7. Contact Information
Phone: 804-640-8649
Email: contact [at] millsvalue.com
Address: 3101 Wilson Blvd. Suite 500, Arlington, VA 22201
Your inquiries are invaluable to us. Reach out for further information or to address any queries you may have.