Overview
Assets Under Management: $844 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 170
Average Client Assets: $4.2 million
Frequently Asked Questions
FINANCIAL PARTNERS CAPITAL MANAGEMENT, 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 #105667), FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC is headquartered in NEW YORK, NY.
FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC serves 170 high-net-worth clients according to their SEC filing dated July 03, 2018. View client details ↓
According to their SEC Form ADV, FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC manages $844 million in client assets according to their SEC filing dated July 03, 2018.
According to their SEC Form ADV, FINANCIAL PARTNERS CAPITAL MANAGEMENT, 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
Clients
Number of High-Net-Worth Clients: 170
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.54%
Average Client Assets: $4.2 million
Total Client Accounts: 633
Discretionary Accounts: 628
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 105667
Filing ID: 1225138
Last Filing Date: 2018-07-03 09:38:00