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Valued Investment Partners, LLC (Greenwood Village)


Valued Investment Partners, LLC is a large advisory firm based in Greenwood Village. It manages $204.89 million of regulatory assets for 231 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Colorado, Louisiana, Oklahoma, and Texas.

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Valued Investment Partners provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Valued Investment Partners: assets under management

The assets under management (AUM) of Valued Investment Partners, LLC is $204.89 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $204.89 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $886.96 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Valued Investment Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Greenwood Village

The principal office where Valued Investment Partners, LLC performs its advisory services is located at 8400 E. Prentice Ave., Greenwood Village, CO 80111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-759-4414 or by fax 303-793-3111. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at valuedinvestmentpartners.com.


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