Overview
Assets Under Management: $299 million
Headquarters: WINTER PARK, FL
High-Net-Worth Clients: 83
Average Client Assets: $2 million
Frequently Asked Questions
FINANCIAL 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 #310914), FINANCIAL ADVISORY PARTNERS, LLC is subject to fiduciary duty under federal law.
FINANCIAL ADVISORY PARTNERS, LLC is headquartered in WINTER PARK, FL.
FINANCIAL ADVISORY PARTNERS, LLC serves 83 high-net-worth clients according to their SEC filing dated March 05, 2024. View client details ↓
According to their SEC Form ADV, FINANCIAL ADVISORY PARTNERS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FINANCIAL ADVISORY PARTNERS, LLC manages $299 million in client assets according to their SEC filing dated March 05, 2024.
According to their SEC Form ADV, FINANCIAL ADVISORY PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.11
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 507
Discretionary Accounts: 507
Regulatory Filings
CRD Number: 310914
Last Filing Date: 2024-03-05 00:00:00
Website: https://nbcsecurities.com