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STRATEGIC VALUE BANK PARTNERS LLC

127 Public Square
Suite 1510
Cleveland, Ohio 44114-1217
Tel: 216-282-0704

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About STRATEGIC VALUE BANK PARTNERS LLC

STRATEGIC VALUE BANK PARTNERS LLC, formally registered with the SEC as STRATEGIC VALUE BANK PARTNERS LLC. The firm was established in 07/30/2018. They have over 1 offices throughout the country.

STRATEGIC VALUE BANK PARTNERS LLC is a Cleveland, Ohio based Financial Planning firm with nearly $559,276,956 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#282228
SEC#801-113738
Assets Managed by Firm$559,276,956
No. of Clients6
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total6$559,276,956

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