|
⚲
|
| Financial Advisory Partners LLC
✚
|
|
|---|---|
| CRD # | 310914 |
| SEC # | 801-120062 |
| CIK # | |
| AUM | $270.7 MM (2023-03-09) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 407-478-6314 |
| Address | 1201 S Orlando Avenue Winter Park, FL 32789 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 48.9 |
| (b) Individuals (high net worth individuals) | 79 | 184.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 14.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 23.0 |
| (n) Other | 0 | 0.0 |
| Total | 488 | 270.7 |
| By Discretionary | ||
| Discretionary | 488 | 270.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 488 | 270.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 270.7 | |
| Total | 488 | 270.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Beacon Bridge Wealth Partners LLC
✚
|
PA | 0.3 |
|
Cypress Capital Advisors LLC
✚
|
TN | 0.3 |
|
Fidato Wealth LLC
✚
|
OH | 0.3 |
|
Mach-1 Financial Group LLC
✚
|
AR | 0.3 |
|
Sagebroadview Wealth Management LLC
✚
|
CT | 0.3 |
|
Rockingstone Advisors LLC
✚
|
MA | 0.3 |
|
Wealth Covenant Group LLC
✚
|
TX | 0.3 |
|
Medallion Wealth Advisors LLC
✚
|
CT | 0.3 |
|
Burns Matteson Capital Management LLC
✚
|
NY | 0.3 |
|
Blue Rock Wealth Management LLC
✚
|
NC | 0.3 |