Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > kansas > leawood > ETF PORTFOLIO PARTNERS, INC.
ETF PORTFOLIO PARTNERS, INC.
4831 W. 136th Street
Suite 300
Leawood, Kansas 66224-5922
Tel: 913-851-1100
About ETF PORTFOLIO PARTNERS, INC.
ETF PORTFOLIO PARTNERS, INC, formally registered with the SEC as ETF PORTFOLIO PARTNERS, INC. The firm was established in 02/05/2015. They have over 2 offices throughout the country.
ETF PORTFOLIO PARTNERS, INC. is a Leawood, Kansas based Financial Planning firm with nearly $271,204,934 assets under management, offering retirement planning & investment advisory services to 380 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 128366 |
| SEC# | 801-80946 |
| Assets Managed by Firm | $271,204,934 |
| No. of Clients | 380 |
| No. of Advisors | 6 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Publication of periodicals or Newsleters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 380 | $271,204,934 |
| Individuals (other than high net worth individuals) | 306 | $75,143,896 |
| High net worth individuals | 69 | $188,111,755 |
| Charitable organizations | Fewer than 5 clients | $2,360,242 |
| Corporations or other businesses | 5 | $5,589,041 |
More Retirement Planning firms in Leawood, Kansas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $155,328,127,625 | 222474 | 1165 | |
| $89,148,595,824 | 25199 | 550 | |
| $65,874,566,238 | 112465 | 1465 | |
| $21,800,698,476 | 177044 | 571 | |
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $20,767,599,397 | 148 | 48 |
Explore More Retirement Advisors in Leawood, Kansas