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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 $369,045,238 assets under management, offering retirement planning & investment advisory services to 416 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 | $369,045,238 |
| No. of Clients | 416 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 416 | $369,045,238 |
| Individuals (other than high net worth individuals) | 304 | $77,223,945 |
| High net worth individuals | 96 | $280,963,468 |
| Charitable organizations | 5 | $3,117,231 |
| Corporations or other businesses | 6 | $7,740,594 |
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