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Home > Retirement Planners > florida > winter park > FINANCIAL ADVISORY PARTNERS, LLC
FINANCIAL ADVISORY PARTNERS, LLC
1201 S. Orlando Avenue
Suite 350
Winter Park, Florida 32789
Tel: 407-478-6314
About FINANCIAL ADVISORY PARTNERS, LLC
FINANCIAL ADVISORY PARTNERS, LLC, formally registered with the SEC as FINANCIAL ADVISORY PARTNERS, LLC. The firm was established in 01/04/2021. They have over 1 offices throughout the country.
FINANCIAL ADVISORY PARTNERS, LLC is a Winter Park, Florida based Financial Planning firm with nearly $299,379,933 assets under management, offering retirement planning & investment advisory services to 507 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310914 |
| SEC# | 801-120062 |
| Assets Managed by Firm | $299,379,933 |
| No. of Clients | 507 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 507 | $299,379,933 |
| Individuals (other than high net worth individuals) | 51 | $54,411,579 |
| High net worth individuals | 89 | $204,691,176 |
| Charitable organizations | 5 | $14,307,482 |
| Corporations or other businesses | 7 | $25,969,696 |
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|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
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| $92,968,371,160 | 146 | 264 |
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