Maury Fertig, financial advisor Northbrook IL
101 score

Maury Fertig

CRD Number: 1406667
Current Firm: Relative Value Partners, LLC
Compensation Model: Fee Only
Maury Fertig (CRD# 1406667) is an Investment Advisor Representative working at Relative Value Partners, LLC in Northbrook, IL and has over 30 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Relative Value Partners Group, LLC Northbrook, IL Jul 2015 - Current 1
Relative Value Partners, LLC Northbrook, IL Apr 2004 - Jul 2015 11
Salomon Brothers, Inc /Citigroup Chicago, IL Jul 1985 - Nov 2002 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1985
S65 NASAA Investment Advisors Law Examination Oct 2004
Contact Info for Maury L. Fertig
By the Numbers
  • Total Assets Under Management
    873
    MILLIONS
  • Total Number of Accounts
    800
    ACCOUNTS
  • Average Account Value
    $1,091,608
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, IL, MA, MD, MI, NJ, NY, PA, WI

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BADGES
101
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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