Overview
Assets Under Management: $182 million
Headquarters: SANTA FE, NM
High-Net-Worth Clients: 65
Average Client Assets: $1.8 million
Frequently Asked Questions
FINANCIAL 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 #170002), FINANCIAL PARTNERS, LLC is subject to fiduciary duty under federal law.
FINANCIAL PARTNERS, LLC is headquartered in SANTA FE, NM.
FINANCIAL PARTNERS, LLC serves 65 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, FINANCIAL PARTNERS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FINANCIAL PARTNERS, LLC manages $182 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, FINANCIAL 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: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.13%
Average Client Assets: $1.8 million
Total Client Accounts: 268
Discretionary Accounts: 268
Regulatory Filings
CRD Number: 170002
Filing ID: 2087535
Last Filing Date: 2026-03-31 10:44:48