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1819 PARTNERS
555 Perkins Extended
Suite 400
Memphis, Tennessee 38117
Tel: 901-820-0515
About 1819 PARTNERS
1819 PARTNERS, formally registered with the SEC as 1819 PARTNERS. The firm was established in 08/31/2023. They have over 2 offices throughout the country.
1819 PARTNERS is a Memphis, Tennessee based Financial Planning firm with nearly $156,376,016 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 326601 |
| SEC# | 801-128667 |
| Assets Managed by Firm | $156,376,016 |
| No. of Clients | 6 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (CASH FLOWS FROM OPERATIONS)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6 | $156,376,016 |
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