607 Commons Drive
Gallatin, Tennessee 37066
Tel: 615-230-9700
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 165856 |
SEC# | 801-77574 |
Assets Managed by Firm | $617,749,242 |
No. of Clients | 1130 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1130 | $617,749,242 |
Individuals (other than high net worth individuals) | 157 | $85,979,322 |
High net worth individuals | 241 | $487,216,156 |
Pension and profit sharing plans | 15 | $44,553,764 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$651,482,000,000 | 62140 | 4565 | |
$14,371,072,726 | 37 | 37 | |
$13,961,190,744 | 9 | 48 | |
$12,356,541,464 | 8945 | 236 | |
$10,409,129,905 | 208 | 42 |
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