Ruth
Uress
Relative Value Partners, LLC
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About this Advisor
Ruth Uress is a certified financial planner based out of Northbrook, Illinois with 1 year of relevant experience. Uress is an advisor for Relative Value Partners, LLC. Over the course of their career, they have held roles at Kovitz Securities, LLC, Kovitz Investment Group, LLC and Brownson, Rehmus & Foxworth. Uress has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to advise clients in Illinois. Relative Value Partners, LLC is a registered investment business that has its headquarters in Northbrook, IL. The investment advisory business has offices in three locations and a total of 21 employees. It handles $2 billion in assets across its 1,449 accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 1,449 accounts, 81% belong to high-net-worth individuals who have more than $1 million in investable assets. Relative Value Partners, LLC offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors are based on the financial services offered. However, fees billed by Relative Value Partners, LLC likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Relative Value Partners, LLC Brokerage Details
$2,225,902,334
21
1,449
$1,536,164
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Ruth Uress Work History
Ruth has been registered as a financial advisor for 1 years.*
Brownson, Rehmus & Foxworth
Kovitz Securities, LLC
Kovitz Investment Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ruth Uress 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 Relative Value Partners, LLC
Northbrook, IL
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
