Overview
Assets Under Management: $233 million
High-Net-Worth Clients: 32
Average Client Assets: $6.9 million
Frequently Asked Questions
ADVISORY 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 #285518), ADVISORY PARTNERS, LLC is subject to fiduciary duty under federal law.
ADVISORY PARTNERS, LLC serves 32 high-net-worth clients according to their SEC filing dated March 28, 2023. View client details ↓
According to their SEC Form ADV, ADVISORY PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ADVISORY PARTNERS, LLC manages $233 million in client assets according to their SEC filing dated March 28, 2023.
According to their SEC Form ADV, ADVISORY PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.18%
Average Client Assets: $6.9 million
Total Client Accounts: 152
Discretionary Accounts: 150
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 285518
Filing ID: 1714795
Last Filing Date: 2023-03-28 10:54:00