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ADVISOR PARTNERS
2185 North California Blvd
Suite 290
Walnut Creek, California 94596
Tel: 888-265-2257
About ADVISOR PARTNERS
ADVISOR PARTNERS, formally registered with the SEC as ADVISOR PARTNERS. The firm was established in 05/25/2022. They have over 1 offices throughout the country.
ADVISOR PARTNERS is a Walnut Creek, California based Financial Planning firm with nearly $1,942,593,918 assets under management, offering retirement planning & investment advisory services to 1111 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 321633 |
| SEC# | 801-125744 |
| Assets Managed by Firm | $1,942,593,918 |
| No. of Clients | 1111 |
| No. of Advisors | 9 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1111 | $1,942,593,918 |
| Individuals (other than high net worth individuals) | 240 | $121,609,161 |
| High net worth individuals | 850 | $1,781,183,773 |
| Other investment advisers | 4 | $8,353,814 |
| Corporations or other businesses | 17 | $31,447,170 |
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|---|---|---|---|
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