Alongside Financial Partners
RIAState Registered
Total AUM
$21M
Discretionary
$21M
100% of AUM
Avg account
$224K
Accounts
94
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 337539
- Website
- www.alongsidefp.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.59%
- Individuals19.41%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Alongside Financial Partners is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families through financial planning and portfolio management for individual and small business clients. Its compensation mixes percentage-of-assets and fixed-fee arrangements. The firm reports being an active ESG investor, and it is not structured as a capital allocator, pension consultant, related adviser, or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Nabers Wealth LLC
RIAScottsdale, AZ
AUM $21MTEAM 1REPS 1
Soares Financial, Inc.
RIANapa, CA
AUM $21MTEAM 1REPS 1
Parco Wealth Management LLC
RIAAUM $21MTEAM 2REPS 2
West Coast Capital Management, LLC
RIAGilbert, AZ
AUM $21MTEAM 8REPS 3
J. Dyhr Capital
RIAAUM $21MTEAM 1REPS 1
Wolfson Wealth Management
RIAAUM $21MTEAM 2REPS 2