VALUED INVESTMENT PARTNERS, LLC
CRD #138660 SEC #801-65887 GREENWOOD VILLAGE, CO 303-759-4414
SEC Registered
Total AUM
$144.8M
Discretionary
$142.7M
Employees
1
Clients
1
Accounts
232
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $204.9M | $204.9M | $0 | 3 | 200 |
| Mar 2014 | $194.9M | $194.9M | $0 | 3 | 200 |
| Mar 2013 | $172.4M | $169.6M | $2.8M | 3 | 200 |
| Jul 2012 | $144.8M | $142.7M | $2.1M | 1 | 200 |
| Mar 2012 | $144.8M | $142.7M | $2.1M | 1 | 200 |
| Mar 2011 | $150.9M | $149.1M | $1.8M | 5 | -- |
| Mar 2010 | $136.5M | $136.5M | $0 | 5 | -- |
| Mar 2008 | $155.3M | $155.3M | $0 | 5 | -- |
| Mar 2007 | $144M | $143.5M | $435.3K | 5 | -- |
| Jan 2006 | $126.7M | $126.3M | $367.4K | 5 | -- |
| Jan 2006 | $126.7M | $126.3M | $367.4K | 5 | -- |
DateMar 2015
Total AUM$204.9M
Discretionary$204.9M
Non-Disc.$0
Employees3
Clients200
DateMar 2014
Total AUM$194.9M
Discretionary$194.9M
Non-Disc.$0
Employees3
Clients200
DateMar 2013
Total AUM$172.4M
Discretionary$169.6M
Non-Disc.$2.8M
Employees3
Clients200
DateJul 2012
Total AUM$144.8M
Discretionary$142.7M
Non-Disc.$2.1M
Employees1
Clients200
DateMar 2012
Total AUM$144.8M
Discretionary$142.7M
Non-Disc.$2.1M
Employees1
Clients200
DateMar 2011
Total AUM$150.9M
Discretionary$149.1M
Non-Disc.$1.8M
Employees5
Clients--
DateMar 2010
Total AUM$136.5M
Discretionary$136.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$155.3M
Discretionary$155.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$144M
Discretionary$143.5M
Non-Disc.$435.3K
Employees5
Clients--
DateJan 2006
Total AUM$126.7M
Discretionary$126.3M
Non-Disc.$367.4K
Employees5
Clients--
DateJan 2006
Total AUM$126.7M
Discretionary$126.3M
Non-Disc.$367.4K
Employees5
Clients--