Financial Partners, Inc.
RIASEC Registered
Total AUM
$11.5M
Discretionary
$0
0% of AUM
Avg account
$2.9M
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 331728
- Custodians
- MUTUAL OF OMAHA, INTERACTIVE BROKERS LLC, LINCOLN FINANCIAL DISTRIBUTORS, INC., ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans69.57%
- Individuals30.43%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Financial Partners, Inc. is an independent registered investment adviser structured as a corporation and owned by an individual. The firm generates advisory fees on a percentage-of-AUM basis and also operates as an insurance broker. Its stated advisory activity includes pension consulting services. The firm does not identify as a capital allocator, does not report active ESG investing activity, and is not designated as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
- Non-Exchange Traded Equities40%
- Other35%
- Exchange Traded Equities20%
- Cash & Cash Equivalents5%
Contacts
1 of 1Richard Dixon
PresidentCRD 830736
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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