Investment adviser · CRD 138660

VALUED INVESTMENT PARTNERS, LLC

Investment adviser filing (IA)

GREENWOOD VILLAGE, CO, United States · Form ADV filed Mar 20, 2015

Regulatory AUM
$205M
Form ADV · Item 5.F
Client accounts
231
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 20, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

8400 E. PRENTICE AVE., SUITE 1360
GREENWOOD VILLAGE, CO, 80111, United States

CRD 138660

Filing source

Form ADV 888405 · Mar 20, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.