Partners Investment Services, Inc
Firm details
- Headquarters
- Cleveland Heights, Ohio
- CRD number
- 119709
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Partners Investment Services, Inc. is a small, individually owned corporate advisory firm that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges fees using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. It reports an affiliation with an insurance company and identifies its activities primarily as advisory and planning rather than institutional asset allocation or pension consulting. The firm is registered to do business in Florida and Ohio.
Assets & Accounts
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
Contacts
1 of 1William Mccarthy
PresidentCRD 2550773
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cleveland Heights, OH
Cuyahoga
Location
Cleveland Heights, OH
Headquartered in Cleveland Heights, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 2215 Devonshire Dr
- Time zone
- ET (UTC-5)
- Office locations
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