Be advised. This firm is no longer registered.

Valued Investment Partners, LLC

Valued Investment Partners, LLC (CRD# 138660) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $194,877,000 in 230 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
8400 E. Prentice Ave., Suite 1360, Greenwood Village, CO 80111
By the Numbers
  • Total Assets Under Management
    195
    MILLION
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $847,291
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, LA, OK, TX

Financial Advisors at Valued Investment Partners, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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