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Regulatory Documents
Disclosures & Terms
Documents & Terms. Contact.
ValuEngine Capital Management is a registered investment adviser.
Summary
Firm Documents:
VECM Investment Advisory Contract
Policies and Procedures Manual
Privacy Policy
Solicitors Agreement (if applicable)
Firm Regulatory Documents (ADV's):
ValuEngine Capital Management ADV Part 1
ValuEngine Capital Management ADV Part 2A "Firm Brochure"
Advisor Regulatory Documents:
Individual Disclosure Brochure (ADV Part 2B)
Paul E. Henneman (ADV Part 2B)
Contact
Please call (321) 325-0519 or email clientservices@valuenginecapital.com for account opening documents.
Documents, account applications and forms can be provided through secure online electronic registration, secure email, fax, or hard copies mailed to you.
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