Kevin
Cuddie
S.B. Value Partners, L.P
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About this Advisor
Kevin Cuddie is a financial advisor based in Denver, Colorado, working with S.B. Value Partners, L.P. Kevin has previously held a position at Investment Professionals Inc. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Kevin is part of S.B. Value Partners, L.P, which operates out of Denver, Colorado. The firm has 4 offices and 13 employees. The firm manages assets totaling $3.5 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at S.B. Value Partners, L.P includes asset-based, fixed, performance-based, and other fees.
Certifications and Registrations
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S.B. Value Partners, L.P Brokerage Details
$3,548,387,419
13
117
$30,328,098
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Kevin Cuddie Work History
Investment Professionals Inc
Disclosures
Please visit the SEC profile of Kevin Cuddie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at S.B. Value Partners, L.P
San Antonio, TX
Denver, CO
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Bozeman, MT
San Antonio, TX
San Antonio, TX
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