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ETF PORTFOLIO PARTNERS, INC.
CRD 128366 · SEC 801-80946
4831 W. 136TH STREET, SUITE 300, LEAWOOD, KS, 66224-5922, United States
Phone
913-851-1100
Fax
913-851-9400
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$431.1M
Discretionary AUM
$430.7M
Team
8 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-23
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 322 | $98.6M |
| High net worth individuals | 107 | $321.7M |
| Charitable organizations | 6 | $3.5M |
| Corporations/business entities | 8 | $7.3M |
States served
CA, KS, LA, NE, NC, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD