Overview
Assets Under Management: $369 million
Headquarters: LEAWOOD, KS
High-Net-Worth Clients: 96
Average Client Assets: $3 million
Frequently Asked Questions
ETF PORTFOLIO PARTNERS, INC. 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 #128366), ETF PORTFOLIO PARTNERS, INC. is subject to fiduciary duty under federal law.
ETF PORTFOLIO PARTNERS, INC. is headquartered in LEAWOOD, KS.
ETF PORTFOLIO PARTNERS, INC. serves 96 high-net-worth clients according to their SEC filing dated February 24, 2025. View client details ↓
According to their SEC Form ADV, ETF PORTFOLIO PARTNERS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
ETF PORTFOLIO PARTNERS, INC. manages $369 million in client assets according to their SEC filing dated February 24, 2025.
According to their SEC Form ADV, ETF PORTFOLIO PARTNERS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.13
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 416
Discretionary Accounts: 411
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 128366
Last Filing Date: 2025-02-24 00:00:00
Website: https://etfportfoliopartners.com