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Permanent Value Inc. (San Diego)


Permanent Value Inc. is an adviser based in San Diego. It manages $19.3 million of regulatory assets for 232 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

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Permanent Value provides financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Permanent Value: assets under management

The assets under management (AUM) of Permanent Value Inc. is $19.3 million. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $18.46 million in discretionary accounts and $840 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $89.18 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $33.6 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Permanent Value Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Bruce William Doole Trust 1 Oct 2000 75% - 100% 2322136
Susan Lynn Doole Trust 1 Oct 2000 75% - 100% 4928824

Based in San Diego

The principal office where Permanent Value Inc. performs its advisory services is located at 2221 Camino Del Rio South, San Diego, CA 92108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 619-682-3834 or by fax 619-682-3829. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.permanentvalue.com.


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