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Home > Retirement Planners > washington > bellevue > FINANCIAL PARTNERS, LLC
FINANCIAL PARTNERS, LLC
613 Old Santa Fe Trail
Santa Fe, New Mexico 87505
Tel: 505-795-7910
About FINANCIAL PARTNERS, LLC
FINANCIAL PARTNERS, LLC, formally registered with the SEC as FINANCIAL PARTNERS, LLC. The firm was established in 03/06/2017. They have over 1 offices throughout the country.
FINANCIAL PARTNERS, LLC is a Santa Fe, New Mexico based Financial Planning firm with nearly $121,449,205 assets under management, offering retirement planning & investment advisory services to 391 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170002 |
| SEC# | 801-110092 |
| Assets Managed by Firm | $121,449,205 |
| No. of Clients | 391 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 391 | $121,449,205 |
| Individuals (other than high net worth individuals) | 125 | $33,049,472 |
| High net worth individuals | 50 | $88,399,733 |
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