Relative Value Partners, LLC

Relative Value Partners, LLC (CRD# 281067) is a financial advisory firm headquartered in Northbrook, IL. They manage $1,012,735,677 in 816 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,013
    MILLION
  • Total Number of Accounts
    816
    ACCOUNTS
  • Average Account Value
    $1,241,098
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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, IL, LA, NJ, NY

Financial Advisors at Relative Value Partners, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Brian G. Callahan
CRD#: 5947503
1033 Skokie Boulevard, Suite 470, Northbrook, IL 60062
93
Wealthminder
score

Brian Callahan (CRD# 5947503) is an Investment Advisor Representative working at Relative Value Partners, LLC in Northbrook, IL and has over 5 years of experience in the finance industry.

2
Douglas A. Crimmins
CRD#: 2043842
1033 Skokie Boulevard, Suite 470, Northbrook, IL 60062
93
Wealthminder
score

Douglas Crimmins (CRD# 2043842) is an Investment Advisor Representative working at Relative Value Partners, LLC in Northbrook, IL and has over 24 years of experience in the finance industry.

3
Catherine C. Goel
CRD#: 4677138
1033 Skokie Boulevard, Suite 470, Northbrook, IL 60062
93
Wealthminder
score

Catherine Goel (CRD# 4677138) is an Investment Advisor Representative working at Relative Value Partners, LLC in Northbrook, IL and has over 13 years of experience in the finance industry.

4
Robert H. Huffman
CRD#: 1132934
1033 Skokie Boulevard, Suite 470, Northbrook, IL 60062
93
Wealthminder
score

Robert Huffman (CRD# 1132934) is an Investment Advisor Representative working at Relative Value Partners, LLC in Northbrook, IL and has over 33 years of experience in the finance industry.

5
Ernest L. Macvicar
CRD#: 1064987
1033 Skokie Boulevard, Suite 470, Northbrook, IL 60062
93
Wealthminder
score

Ernest Macvicar (CRD# 1064987) is an Investment Advisor Representative working at Relative Value Partners, LLC in Northbrook, IL and has over 33 years of experience in the finance industry.

6
David A. McGranahan
CRD#: 2187417
1033 Skokie Blvd, Suite 470, Northbrook, IL 60062
93
Wealthminder
score

David McGranahan (CRD# 2187417) is an Investment Advisor Representative working at Relative Value Partners, LLC in Northbrook, IL and has over 23 years of experience in the finance industry.

7
Gregory K. Neer
CRD#: 4657347
1033 Skokie Boulevard, Suite 470, Northbrook, IL 60062
93
Wealthminder
score

Gregory Neer (CRD# 4657347) is an Investment Advisor Representative working at Relative Value Partners, LLC in Northbrook, IL and has over 10 years of experience in the finance industry.

8
Jeffrey M. Fosselman
CRD#: 6168305
1033 Skokie Blvd., Suite 470, Northbrook, IL 60062
90
Wealthminder
score

Jeffrey Fosselman (CRD# 6168305) is an Investment Advisor Representative working at Relative Value Partners, LLC in Northbrook, IL and has 1 year of experience in the finance industry. Jeffrey Fosselman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Patrick T. Kacsur
CRD#: 6211490
1033 Skokie Boulevard, Suite 470, Northbrook, IL 60062
90
Wealthminder
score

Patrick Kacsur (CRD# 6211490) is an Investment Advisor Representative working at Relative Value Partners, LLC in Northbrook, IL and has over 4 years of experience in the finance industry.

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