Strategic Financial Partners, Ltd
Firm details
- Headquarters
- ,
- CRD number
- 148858
- Registered since
- December 10, 2012
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI78.08%
- Individuals21.68%
- Charitable Organizations0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Strategic Financial Partners, Ltd is an independent registered investment adviser that serves both individual and institutional clients. The firm operates as a capital allocator and combines advisory work with broker-dealer and insurance brokerage activities, which enables it to offer fee-based portfolio management, financial planning, selection of sub-advisers, and pension consulting services. Its fee schedule includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm identifies as an active ESG investor and appears to integrate ESG considerations into its manager selection and portfolio construction.
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 Funds94%
- Exchange Traded Equities4%
- Cash & Cash Equivalents2%
Contacts
3 of 6
Michael Eisenhauer
Client Relationship SpecialistCRD 5667409
Richard Williams
Vice PresidentCRD 2071231
Kevin Green
Client Relationship SpecialistCRD 4136845
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$355M in ETFs
72%
$254M
3%
$101M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $45.3M | 591,330 | 12.75% |
Location
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Location
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Headquartered in , null.
- Office locations
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