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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Partners Group LLC
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| CRD # | 165856 |
| SEC # | 801-77574 |
| CIK # | 0001577648, 0001050068, 0000107136, 0001731169, 0001677559, 0001965246, 0001540229 |
| AUM | $638.6 M (2025-03-27) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 615-230-9700 |
| Address | 607 Commons Drive Gallatin, TN 37066 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 500.2 | ||
| Apple Inc | 412.9 | ||
| Nvidia Corp | 223.5 | ||
| J P Morgan Chase & Co | 199.5 | ||
| Broadcom Inc | 192.1 | ||
| Amazon Com Inc | 155.3 | ||
| Facebook Inc | 122.4 | ||
| Wal Mart Stores Inc | 101.7 | ||
| BlackRock Inc | 96.9 | ||
| Lilly Eli & Co | 93.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 148.8 |
| (b) Individuals (high net worth individuals) | 332 | 446.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 43.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,103 | 638.6 |
| By Discretionary | ||
| Discretionary | 1,103 | 638.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,103 | 638.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 638.6 | |
| Total | 1,103 | 638.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000107136] | |
| 13F-HR | [0001050068] | |
| 3 | [0001540229] | |
| 4 | [0001540229] | |
| D | [0001577648] | |
| D | [0001677559] | |
| 13F-HR | [0001731169] | |
| 13F-HR | [0001965246] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sivia Capital Partners LLC
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|
CA | 0.6 |
|
Tucker Asset Management LLC
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CO | 0.6 |
|
Tilson Financial Group Inc
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NJ | 0.6 |
|
Oneascent Investment Solutions LLC
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AL | 0.6 |
|
Boone Wealth Advisors LLC
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|
WA | 0.6 |
|
Allium Financial Advisors LLC
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|
OR | 0.6 |
|
Dodds Wealth LLC
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|
CO | 0.6 |
|
Sierra Summit Advisors LLC
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|
0.6 | |
|
Gradient Capital Advisors LLC
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|
CA | 0.6 |
|
Bayshore Asset Management LLC
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|
FL | 0.6 |