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Joshua David Collinsworth

Nomadic Value Partners

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About Joshua David Collinsworth

Joshua Collinsworth is an investment advisor representative currently registered with Nomadic Value Partners. Joshua is a Series 65 licensed individual and has a valid registration in Colorado and Texas. Joshua has been in the industry since 2013. Joshua has experience working with high-net-worth individuals, charitable organizations, and other investment advisors. Joshua's firm, Nomadic Value Partners, offers a variety of investment advisory services, including portfolio management for businesses and individuals. They specialize in providing investment advice to a select group of clients with a focus on long-term value creation.

Firm Information

Joshua Collinsworth is currently registered with Nomadic Value Partners. Nomadic Value Partners is an investment advisor registered with the SEC. The firm manages approximately $3.10 million in assets for 25 clients, including individuals, other investment advisors, corporations, and charitable organizations. Their advisory services include portfolio management for businesses, individuals, and the selection of other advisors.

$3.10M

Assets Under Management

2

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Collinsworth’s Registration & Firm History

VT

12/09/2024 - Present

Nomadic Value Partners (ESSEX VT)

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Licenses & Designations

IA

Issued 08/16/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua David Collinsworth.
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