Robert PetersCRD Number: 4236136
Current Firm: Palogic Value Management, LP
Robert Peters (CRD# 4236136) is an Investment Advisor Representative working at Palogic Value Management, LP in Dallas, TX and has over 21 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Palogic Value Fund, LP||Dallas, TX||Sep 2006 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2001|
|S65||NASAA Investment Advisors Law Examination||Nov 2021|
Total Assets Under Management162MILLIONS
Total Number of Accounts2ACCOUNTS
Average Account Value$80,808,554
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
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