James
Peters
Palogic Value Management, L.P
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About this Advisor
James Peters is a certified financial planner who works out of Dallas, Texas with 1 year of industry experience. Peters is currently employed by Palogic Value Management, L.P. Their career trajectory has included roles at James R Peters Cpa, First Allied Securities, First Allied Advisory Services, Inc, Peters Wealth Management, LLC and Palogic Value Management, Lp. Peters maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Palogic Value Management, L.P is a financial advisory business that has its headquarters in Dallas, TX. It handles $261 million in total assets between its 54 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 54 client accounts, 24% are associated with high-net-worth clients who have greater than $1 million in assets. Palogic Value Management, L.P performs a set of services, including portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Financial management fee schedules usually are based on which services the firm provides the client. However, fees billed by Palogic Value Management, L.P likely consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Palogic Value Management, L.P Brokerage Details
$260,466,657
4
54
$4,823,457
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
James Peters Work History
James has been registered as a financial advisor for 1 years.*
Palogic Value Management, Lp
James R Peters Cpa
Peters Wealth Management, LLC
First Allied Advisory Services, Inc
First Allied Securities
*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 James Peters 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 Palogic Value Management, L.P
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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.
