MISSION VALUE PARTNERS, LLC

1033 Demonbreun St
Suite 300
Nashville, Tennessee 37203
Tel: 707-750-3337

About MISSION VALUE PARTNERS, LLC

MISSION VALUE PARTNERS, LLC, formally registered with the SEC as MISSION VALUE PARTNERS, LLC. The firm was established in 04/22/2010. They have over 2 offices throughout the country.

MISSION VALUE PARTNERS, LLC is a Nashville, Tennessee based Financial Planning firm with nearly $231,250,248 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153704
SEC#	801-71375
Assets Managed by Firm	$231,250,248
No. of Clients	4
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$231,250,248
Corporations or other businesses	Fewer than 5 clients	$4,877,746

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