ETF Portfolio Partners, Inc.
Firm details
- Headquarters
- Leawood, Kansas
- CRD number
- 128366
- Registered since
- February 5, 2015
- Website
- www.etfportfoliopartners.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.61%
- Individuals22.87%
- Corporations / Businesses1.7%
- Charitable Organizations0.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
ETF Portfolio Partners, Inc. is an independent registered investment adviser that began reporting to the SEC in 2015. The firm works on a percentage-of-AUM fee basis and serves individual and family clients as well as institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. The firm's regulatory filings indicate it is not a multi-state adviser, does not position itself as an ESG investor, and does not act as a capital allocator or pension consultant. Ownership is listed as a combination of a domestic entity and an individual.
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
Asset composition
- Public Funds/Mutual Funds92%
- Cash & Cash Equivalents4%
- Exchange Traded Equities3%
- State & Local Bonds1%
Owners & executives
2 of 2
Richard Romey
President and Chief Compliance OfficerCRD 1390931
Nicholas Romey
Chief Investment OfficerCRD 6980654
Contacts
3 of 3Deborah Romey
Vice PresidentCRD 1130440
Courtney Hicks
Investment Advisor RepresentativeCRD 8035897
William Romey
Associate Portfolio ManagerCRD 7408760
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$411M in ETFs
93%
$380M
5%
$30.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $78.4M | 211,886 | 19.09% |
Location
Leawood, KS
Johnson
Location
Leawood, KS
Headquartered in Leawood, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 4831 W 136th St
- Time zone
- CT (UTC-6)
- Office locations
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