Unclaimed Profile

Robert Hertzler Huffman

RELATIVE VALUE PARTNERS GROUP, LLC·NORTHBROOK, Illinois

Series 3, Series 7, Series 8, Series 24, Series 63, Series 65Clean record21 years registeredRELATIVE VALUE PARTNERS GROUP, LLC

1033 SKOKIE BOULEVARD, NORTHBROOK, IL 60062CRD# 1132934Firm CRD# 281067

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Hertzler Huffman · NORTHBROOK, IL

Registration

CRD #1132934 · RELATIVE VALUE PARTNERS GROUP, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RELATIVE VALUE PARTNERS GROUP, LLC

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Aug 2024 – Apr 2025

Northbrook, IL

RELATIVE VALUE PARTNERS, LLC

Aug 2015 – Aug 2024

NORTHBROOK, IL

RELATIVE VALUE PARTNERS, LLC

Oct 2004 – Aug 2015

NORTHBROOK, IL

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 8

Series 24

Series 63

Series 65

Registration record

First registered · October 22, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RELATIVE VALUE PARTNERS GROUP, LLC

CRD 281067 · SEC 801-106503

AUM

$2.6B

Regulatory assets under management

Employees

1,471 client accounts

Services offered by RELATIVE VALUE PARTNERS GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RELATIVE VALUE PARTNERS GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Hertzler Huffman offer?

Robert Hertzler Huffman specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert Hertzler Huffman's credentials?

Robert Hertzler Huffman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Hertzler Huffman located?

Robert Hertzler Huffman is based in NORTHBROOK, Illinois, last registered with RELATIVE VALUE PARTNERS GROUP, LLC.

How does Robert Hertzler Huffman charge for services?

Robert Hertzler Huffman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RELATIVE VALUE PARTNERS GROUP, LLC?

RELATIVE VALUE PARTNERS GROUP, LLC has approximately 21 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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