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).

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
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.

CO, LA, OK, TX

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