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MISSION VALUE PARTNERS, LLC
MISSION VALUE PARTNERS, LLC
NASHVILLE, Tennessee
·
3 registered advisors
·
CRD# 153704
SEC# 801-71375
1
707-750-3337
01
Firm Overview
AUM
$318M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at MISSION VALUE PARTNERS, LLC
3 registered advisors
Deepak Gulrajani
SONOMA, California
CRD# 4518100
Eugene Andrew Mcdermott
NASHVILLE, Tennessee
CRD# 3003483
Richard David Allen
SONOMA, California
CRD# 2913420
05
Office Locations
SONOMA, California
2 advisors
NASHVILLE, Tennessee
1 advisor
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Data sourced from SEC Form ADV filings. MISSION VALUE PARTNERS, LLC (CRD# 153704) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.