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ETF Portfolio Partners, Inc.

● SEC registered since 2015CRD 128366SEC# 801-80946Leawood, KS
Export (members)
Reg. AUM
$369M
Employees
6
Accounts
416
Location
Leawood, KS

ETF Portfolio Partners, Inc. assets under management

ETF Portfolio Partners, Inc. operates as an SEC-registered investment adviser based in Leawood, KS. The firm has been registered since 2015. It reports $369 million in regulatory assets under management and employs 6 people.
etfpp.comView on SEC.gov ↗

ETF Portfolio Partners, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Deborah Donna Romey ControlVice President, Secretary25-50%2003
Jeffrey Lewis Schlachter TrustShareholder10-25%2008
Richard Dean Romey ControlPresident, Chief Compliance Officer25-50%2003

Frequently asked questions

How much does ETF Portfolio Partners, Inc. manage?

ETF Portfolio Partners, Inc. reports $369 million in regulatory assets under management on its Form ADV.

How many employees does ETF Portfolio Partners, Inc. have?

ETF Portfolio Partners, Inc. reports 6 employees.

Where is ETF Portfolio Partners, Inc. located?

ETF Portfolio Partners, Inc. is based in Leawood, KS and has been SEC-registered since 2015.

Does ETF Portfolio Partners, Inc. disclose fund performance?

ETF Portfolio Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4831 W. 136th Street, Suite 300, Leawood, KS 66224-5922
Phone913-851-1100
Fax913-851-9400
Office hours8a.m. - 4:30p.m.
SEC regionDenver Regional Office (DRO)
CIK1635342
Discloses disciplinary historyYes

Assets under management

Discretionary$367.7M
Non-discretionary$1.4M
Total (RAUM)$369M