327 CAPITAL PARTNERS, LLC

3511 Broadway
San Antonio, Texas 78209
Tel: 210-320-0202

About 327 CAPITAL PARTNERS, LLC

327 CAPITAL PARTNERS, LLC, formally registered with the SEC as 327 CAPITAL PARTNERS, LLC. The firm was established in 07/01/2021. They have over 1 offices throughout the country.

327 CAPITAL PARTNERS, LLC is a San Antonio, Texas based Financial Planning firm with nearly $401,353,531 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313414
SEC#	801-121658
Assets Managed by Firm	$401,353,531
No. of Clients	7
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based
Other (STRUCTURING FEE)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$401,353,531

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