Summary

Relative Value Partners

Founded in 2004

Description

Relative Value Partners offers comprehensive wealth management services for high-net-worth individuals, families and institutions.

Strengths

  • Relative Value Partners has a strong market share in their industry
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average
  • Since Relative Value Partners was founded, the company has grown faster than the industry average

Weaknesses

  • Revenue generated per employee is less than the industry average
  • Variance of revenue growth is more than the industry average
  • Web traffic rankings are worse than the industry average

Annual Revenue

Relative Value Partners's annual revenue

$4242000

Based on Kona Equity data

  • Revenue per employee

    $249529

  • Variance of revenue growth

    0.38

  • Annual revenue growth since founding

    $212100

  • Revenue growth rate from first known quarter to current

    152.5%

Employee Count

17 employees

  • Employee growth rate from first known quarter to current

    133.3%

Executives

Catherine Goel

Partner, Chief Operations Officer, and Chief Compliance Officer

c**@rvpllc.com

Robert Huffman

CEO

r**@rvpllc.com

David Mcgranahan

Partner

d**@rvpllc.com

Maury Fertig

Chief Information Officer & Co-Founder

m**@rvpllc.com

Alexandrea Smith

Vice President, Client Service

a**@rvpllc.com

John Russell

Managing Director

j**@rvpllc.com

Gregory Neer

Partner

g**@rvpllc.com

Whitney Spencer

Vice President and Financial Advisor

w**@rvpllc.com

Rebecca Deaton

Partner

r**@rvpllc.com

Brian Callahan

Relationship Manager

b**@rvpllc.com

Johnpatrick Mccleary

Vice President

j**@rvpllc.com

Phone Partners

Chief Executive Officer

p**@rvpllc.com

Regina Ugalde

Srl, Luis Ugalde

r**@rvpllc.com

Mary Cook

Operational Administrator and Client Services Assistant

m**@rvpllc.com

Douglas Crimmins

Senior Portfolio Manager

d**@rvpllc.com

G Score - 4

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.
  • G6 Annual revenue growth since founding is higher than the industry average.

Web Analysis

  • Rank

    6.32 M

Location

1033 Skokie Blvd, Ste 470 
Northbrook, IL  60062

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Key Information

  • SIC: 62
  • NAICS: 523; 52
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Relative Value Partners.

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Frequently Asked Questions

Where is Relative Value Partners located?

Relative Value Partners's headquarters are located at 1033 Skokie Blvd, Ste 470  Northbrook, IL  60062.


What is Relative Value Partners's official website?

Relative Value Partners's official website is rvpllc.com


What is Relative Value Partners's revenue?

Relative Value Partners's annual revenue is $4.2 M.


What is Relative Value Partners's SIC code?

Relative Value Partners's SIC: 62


What is Relative Value Partners's NAICS code?

Relative Value Partners's NAICS: 523; 52.


How many employees does Relative Value Partners's have?

Relative Value Partners has 17 employees


What industry does Relative Value Partners belong to?

Relative Value Partners is in the industry of Professional training & coaching.

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