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Building 2FINANCIAL ADVISORY PARTNERS, LLC

Map pinWINTER PARK, FL
Phone407-478-6314
NotebookSEC #801-120062
Total AUM
$377.8M
Employees
3
Clients
147

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1201 S. ORLANDO AVENUE
SUITE 350
WINTER PARK
FL 32789
United States
Operating Hours
8:00 A.M. TO 4:00 P.M
Monday - Friday
Phone
407-478-6314

ReceiptFinancials

Total AUM
$377.8M
Accounts
570
Discretionary
$377.8M
Accounts
570
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
42
AUM
$99.4M
HNW Individual Clients
91
AUM
$201.9M
Pension/Profit Sharing Plan Clients
2
AUM
$1.5M
Charitable Organization Clients
7
AUM
$22.5M
Insurance Company Clients
1
AUM
$13M
Corporation or Business Clients
4
AUM
$39.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGAMITX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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