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FINANCIAL PARTNERS GROUP, LLC

607 Commons Drive
Gallatin, Tennessee 37066
Tel: 615-230-9700

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About FINANCIAL PARTNERS GROUP, LLC

FINANCIAL PARTNERS GROUP, LLC, formally registered with the SEC as FINANCIAL PARTNERS GROUP, LLC. The firm was established in 01/18/2013. They have over 2 offices throughout the country.

FINANCIAL PARTNERS GROUP, LLC is a Gallatin, Tennessee based Financial Planning firm with nearly $617,749,242 assets under management, offering retirement planning & investment advisory services to 1130 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#165856
SEC#801-77574
Assets Managed by Firm$617,749,242
No. of Clients1130
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1130$617,749,242
Individuals (other than high net worth individuals)157$85,979,322
High net worth individuals241$487,216,156
Pension and profit sharing plans15$44,553,764

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ARCLINE INVESTMENT MANAGEMENT LP
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FIRST HORIZON ADVISORS, INC
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$12,356,541,4648945236
GERBER/TAYLOR MANAGEMENT LLC
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Memphis, TN, 38103
$10,409,129,90520842

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