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Financial Partners, Llc
Santa Fe, New Mexico
5.0
5 Reviews
Financial Partners, LLC is a well-established investment advisory firm based out of Santa Fe, NM. With over 130 individual clients and a remarkable $99,539,000 in assets under management, Financial Partners, LLC has earned a reputable standing in the financial industry. Specializing in managing discretionary assets, the firm serves a diverse range of clients, including high net worth individuals and employer 401K plans.
With their extensive experience and expertise in the investment advisory field, Financial Partners, LLC offers personalized and strategic financial solutions to help clients meet their financial goals. They pride ...see more
Assets Under Mgmt
$99.54M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Reviews for Financial Partners, Llc
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