Kathryn
Glanz
Relative Value Partners, LLC
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About this Advisor
Kathryn Glanz is a certified financial planner working out of Columbus, Ohio, with a total of 1 year of industry experience. Glanz currently works for Relative Value Partners, LLC. During their career, the advisor has held roles at Brownson, Rehmus & Foxworth, Inc and Relative Value Partners, LLC. Glanz holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Ohio and Texas. Relative Value Partners, LLC is a company that has its headquarters in Northbrook, IL. The firm has offices in three locations and a total of 21 advisors. It oversees $2 billion in assets between its 1,449 accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 1,449 client accounts, 81% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a number 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 typically are based on the financial services. Fee types billed by Relative Value Partners, LLC may 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
Kathryn Glanz Work History
Kathryn has been registered as a financial advisor for 1 years.*
Relative Value Partners, LLC
Brownson, Rehmus & Foxworth, Inc
*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 Kathryn Glanz 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
Northbrook, IL
Northbrook, IL
Northbrook, IL
Nashotah, WI
Northbrook, IL
Northbrook, IL
Northbrook, IL
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.
