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FINANCIAL PARTNERS, LLC
CRD 170002 · SEC 801-110092
613 OLD SANTA FE TRAIL, SANTA FE, NM, 87505, United States
Phone
505-795-7910
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$181.7M
Discretionary AUM
$181.7M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 203 | $61.5M |
| High net worth individuals | 65 | $120.2M |
States served
AZ, CO, LA, MA, NM, TX, FL
All web addresses on file
Official SEC filing: View on IAPD