MEANINGFUL PARTNERS LLC

2041 Rosecrans Ave
Ste 359
El Segundo, California 90245
Tel: (310) 620-8708

About MEANINGFUL PARTNERS LLC

MEANINGFUL PARTNERS LLC, formally registered with the SEC as MEANINGFUL PARTNERS LLC. The firm was established in 07/29/2022. They have over 1 offices throughout the country.

MEANINGFUL PARTNERS LLC is a El Segundo, California based Financial Planning firm with nearly $262,305,000 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306169
SEC#	801-126276
Assets Managed by Firm	$262,305,000
No. of Clients	5
No. of Advisors	6

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$262,305,000

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