Overview
Assets Under Management: $114 million
High-Net-Worth Clients: 16
Average Client Assets: $7 million
Frequently Asked Questions
1102 PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #313536), 1102 PARTNERS, LLC is subject to fiduciary duty under federal law.
1102 PARTNERS, LLC serves 16 high-net-worth clients according to their SEC filing dated February 25, 2026. View client details ↓
According to their SEC Form ADV, 1102 PARTNERS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
1102 PARTNERS, LLC manages $114 million in client assets according to their SEC filing dated February 25, 2026.
According to their SEC Form ADV, 1102 PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.42
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 69
Discretionary Accounts: 66
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 313536
Filing ID: 2049632
Last Filing Date: 2026-02-25 18:39:52