Overview
Assets Under Management: $612 million
Headquarters: WALNUT CREEK, CA
High-Net-Worth Clients: 299
Average Client Assets: $1.8 million
Frequently Asked Questions
ADVISOR 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 #114536), ADVISOR PARTNERS, LLC is subject to fiduciary duty under federal law.
ADVISOR PARTNERS, LLC is headquartered in WALNUT CREEK, CA.
ADVISOR PARTNERS, LLC serves 299 high-net-worth clients according to their SEC filing dated August 08, 2018. View client details ↓
According to their SEC Form ADV, ADVISOR PARTNERS, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
ADVISOR PARTNERS, LLC manages $612 million in client assets according to their SEC filing dated August 08, 2018.
According to their SEC Form ADV, ADVISOR PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 299
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.73%
Average Client Assets: $1.8 million
Total Client Accounts: 434
Discretionary Accounts: 434
Regulatory Filings
CRD Number: 114536
Filing ID: 1229096
Last Filing Date: 2018-08-08 14:53:00