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Financial Advisory Partners LLC
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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
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|
TN | 0.3 |
Fidato Wealth LLC
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OH | 0.3 |
Mach-1 Financial Group LLC
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|
AR | 0.3 |
Sagebroadview Wealth Management LLC
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|
CT | 0.3 |
Rockingstone Advisors LLC
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|
MA | 0.3 |
Wealth Covenant Group LLC
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|
TX | 0.3 |
Medallion Wealth Advisors LLC
✚
|
CT | 0.3 |
Burns Matteson Capital Management LLC
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|
NY | 0.3 |
Blue Rock Wealth Management LLC
✚
|
NC | 0.3 |