Relative Value Partners, LLC

Relative Value Partners, LLC (CRD# 281067) is a financial advisory firm headquartered in Northbrook, IL. They manage $970,041,574 in 841 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    970
    MILLION
  • Total Number of Accounts
    841
    ACCOUNTS
  • Average Account Value
    $1,153,438
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, MA, NJ, NY, WI

Financial Advisors at Relative Value Partners, LLC
Showing 1 - 7 of 7 top financial advisors.
1
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.

2
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.

3
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.

4
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 9 years of experience in the finance industry.

5
Brian G. Callahan
CRD#: 5947503
1033 Skokie Boulevard, Suite 470, Northbrook, IL 60062
90
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.

6
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.

7
Patrick T. Kacsur
CRD#: 6211490
1033 Skokie Boulevard, Suite 470, Northbrook, IL 60062
89
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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.