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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Partners LLC
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| CRD # | 170002 |
| SEC # | 801-110092 |
| CIK # | 0001577648, 0001050068, 0000107136, 0001731169, 0001677559, 0001965246, 0001540229 |
| AUM | $145.6 M (2025-03-19) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 505-795-7910 |
| Address | 613 Old Santa Fe Trail Santa Fe, NM 87505 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001577648 0001050068 0000107136 0001731169 0001677559 0001965246 0001540229 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 500.2 | ||
| Apple Inc | 412.9 | ||
| Nvidia Corp | 223.5 | ||
| J P Morgan Chase & Co | 199.5 | ||
| Broadcom Inc | 192.1 | ||
| Amazon Com Inc | 155.3 | ||
| Facebook Inc | 122.4 | ||
| Wal Mart Stores Inc | 101.7 | ||
| BlackRock Inc | 96.9 | ||
| Lilly Eli & Co | 93.1 | ||
| Johnson & Johnson | 92.4 | ||
| VISA Inc | 91.2 | ||
| Costco Wholesale Corp /NEW | 89.4 | ||
| Alphabet Inc | 86.3 | ||
| Abbott Laboratories | 77.5 | ||
| Automatic Data Processing Inc | 76.2 | ||
| Home Depot Inc | 73.1 | ||
| McDonalds Corp | 73.1 | ||
| Procter & Gamble Co | 71.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 61.8 |
| (b) Individuals (high net worth individuals) | 35 | 83.8 |
| (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 | 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 | 460 | 145.6 |
| By Discretionary | ||
| Discretionary | 460 | 145.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 460 | 145.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.6 | |
| Total | 460 | 145.6 |
| 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) |
|---|---|---|
|
Jemma Investment Advisors LLC
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|
MD | 0.1 |
|
Allegiance Financial Group Inc
✚
|
ME | 0.1 |
|
TEPP RIA LLC
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NJ | 0.1 |
|
Genereux Investment Management Inc
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0.1 | |
|
Creative Investment Group LLC
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|
TN | 0.1 |
|
Wickham Financial Group Inc
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|
GA | 0.1 |
|
Blakely Walters Wealth Management LLC
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AZ | 0.1 |
|
Pacesetter Financial Group LLC
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|
IL | 0.1 |
|
Horowitz & Company Inc
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|
FL | 0.1 |
|
SIMA Wealth Partners LLC
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|
VA | 0.1 |