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FELICITAS GLOBAL PARTNERS, LLC

65 North Raymond Avenue
Suite 315
Pasadena, California 91103
Tel: 310.461.8990

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About FELICITAS GLOBAL PARTNERS, LLC

FELICITAS GLOBAL PARTNERS, LLC, formally registered with the SEC as FELICITAS GLOBAL PARTNERS, LLC. The firm was established in 03/08/2018. They have over 1 offices throughout the country.

FELICITAS GLOBAL PARTNERS, LLC is a Pasadena, California based Financial Planning firm with nearly $819,101,798 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#292411
SEC#801-112594
Assets Managed by Firm$819,101,798
No. of Clients13
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total13$819,101,798

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