Ministry Partners Securities, LLC

Broker-DealerFINRA MemberEst. 2011

Total AUM

$25.4M

Discretionary

$25.4M

100% of AUM

Accounts

133

Employees

Advisory reps

Brokerage reps

Firm details

Headquarters: Brea, California
CRD number: 154349
Registered since: March 2, 2011
Website: www.ministrypartners.org
Custodians: ASSETMARK TRUST CO., GOLDMAN SACHS CUSTODY SOLUTIONS, FIDELITY DISTRIBUTORS COMPANY LLC, INVESTMENT MANAGEMENT
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Charitable Organizations41.02%
HNWI32.58%
Individuals26.29%
Corporations / Businesses0.11%
Services: Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Ministry Partners Securities, LLC is organized as a limited liability company that operates as an independent broker‑dealer and insurance broker. The firm has been SEC-registered since 2011 and is identified as a capital allocator that serves both individual and family clients as well as institutional clients. Its advisory offering centers on financial planning and the selection/oversight of outside managers or advisers, and it charges for services through a mix of percentage-of-AUM fees, hourly billing, fixed fees and other arrangements. The firm is not flagged as an active ESG investor and is not listed as a multi‑state registered adviser in the provided snapshot. Industry affiliations listed include broker‑dealer and insurance company relationships, reflecting the dual brokering and advisory activities in its business model.