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FINANCIAL ADVISORY PARTNERS, LLC
CRD 310914 · SEC 801-120062
1201 S. ORLANDO AVENUE, SUITE 350, WINTER PARK, FL, 32789, United States
Phone
407-478-6314
Fax
407-478-6314
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$377.8M
Discretionary AUM
$377.8M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $99.4M |
| High net worth individuals | 91 | $201.9M |
| Pension/profit sharing plans | 2 | $1.5M |
| Charitable organizations | 7 | $22.5M |
| Insurance companies | 1 | $13.0M |
| Corporations/business entities | 4 | $39.5M |
States served
AL, GA, MI, TX, FL
Official SEC filing: View on IAPD