FINBACK INVESTMENT PARTNERS

One Alhambra Plaza
Suite 1225
Coral Gables, Florida 33134
Tel: 305-416-2626

About FINBACK INVESTMENT PARTNERS

FINBACK INVESTMENT PARTNERS, formally registered with the SEC as FINBACK INVESTMENT PARTNERS. The firm was established in 08/02/2021. They have over 1 offices throughout the country.

FINBACK INVESTMENT PARTNERS is a Coral Gables, Florida based Financial Planning firm with nearly $818,405,768 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310944
SEC#	801-121929
Assets Managed by Firm	$818,405,768
No. of Clients	7
No. of Advisors	15

Fee Structure

A percentage of AUM
Performance Based
Other (BOARD, ORIGINATION, BUSINESS DEVELOPMENT AND MONITORING FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$818,405,768

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