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PARTNERSHIP FINANCIAL, LLC
CRD 119681
4400 N HIGH ST, SUITE 412, COLUMBUS, OH, 43214, United States
Phone
614-328-9319
Fax
614-328-9321
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
3 total employees; 2 advisory reps; 109 broker-dealer reps
Clients
101-250
Fees
Fixed fees; INCOME BASED FEE
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX PLANNING & TAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 97 | $0 |
| High net worth individuals | 12 | $0 |
All web addresses on file
Official SEC filing: View on IAPD