| Name | Title | Ownership | Since |
|---|---|---|---|
| Cory Alan Mizell Control | Vice President And Chairman Of The Board | 25-50% | 2024 |
| David Quan Hao Control | Chief Compliance Officer/Chief Engagement Officer | Under 5% | 2025 |
| Malcolm S Morris | Partner, Business Counsel | 10-25% | 2022 |
Valued Retirements, Inc. reports $166.6 million in regulatory assets under management on its Form ADV.
Valued Retirements, Inc. reports 6 employees.
Valued Retirements, Inc. is based in Houston, TX and has been SEC-registered since 2023.
Valued Retirements, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 710 North Post Oak Road, Suite 420, Houston, TX 77024-3894 |
| Phone | 713-821-3243 |
| Fax | 713-613-2908 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $166.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $166.6M |