SEC Form ADV

FINANCIAL PARTNERS, LLC

Firm profile: Financial Partners — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNM
$181.7M
Assets Under Management
268
Total Clients
4
Employees
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Registration Details

Accession
CRD-170002
Location
SANTA FE, NM
Filing Date
March 31, 2026
AUM
$181.7M
Total Clients
268
Employees
4
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

FINANCIAL PARTNERS, LLC is a registered investment adviser headquartered in SANTA FE, NM, managing approximately $181.7M in assets across 268 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.