CRD: 258786
Prospective Value Partners LLC
$76.0M Total AUM
$76.0M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-04-2015
- Office Locations
- 1
Office Locations
309 Court Avenue Suite 211 DES Moines IA
About Prospective Value Partners LLC
Prospective Value Partners LLC is a Des Moines, IA RIA serving retail and institutional investors with portfolio construction and risk-management guidance. The firm’s SMA assets are predominantly managed in equity ETFs (with a cash sleeve), and it maintains custodial relationships including Charles Schwab.
Team overview
-- AVG AGE
$76.0M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
10.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
JOHN KELLY FLYNN
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4063058
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,979,134 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,979,134 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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