Ministry Partners Securities, LLC

Broker-DealerFINRA Member

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 an independent broker‑dealer organized as an LLC that acts as a capital allocator for both individual/family and institutional clients. The firm provides broker‑dealer and insurance brokerage services alongside advisory capabilities focused on financial planning and the selection of other advisers. Ownership is a mix of a domestic entity and individuals. Fee arrangements are varied — including percentage of AUM, hourly and fixed fees — and the firm does not emphasize ESG investing. The firm is state registered to operate in California, Idaho, Illinois, Ohio, Oregon, Tennessee and Texas. Ministry Partners combines brokerage and insurance distribution with advisory workflows, which suggests a client service model that blends transactional product access with ongoing planning and outsourced manager selection.