1990 Main Street
Suite 750
Sarasota, Florida 34236
Tel: 203-893-4700
CREDIT VALUE PARTNERS, LLC, formally registered with the SEC as CREDIT VALUE PARTNERS, LLC. The firm was established in 08/23/2010. They have over 1 offices throughout the country.
CREDIT VALUE PARTNERS, LLC is a Sarasota, Florida based Financial Planning firm with nearly $161,500,000 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 3 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154625 |
| SEC# | 801-71761 |
| Assets Managed by Firm | $161,500,000 |
| No. of Clients | 2 |
| No. of Advisors | 3 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2 | $161,500,000 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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