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Financial Advisory Partners, LLC

● SEC registered since 2021CRD 310914SEC# 801-120062Winter Park, FL
Export (members)
Reg. AUM
$325.1M
Employees
3
Accounts
515
Location
Winter Park, FL

Financial Advisory Partners, LLC assets under management

Financial Advisory Partners, LLC operates as an SEC-registered investment adviser based in Winter Park, FL. The firm has been registered since 2021. It reports $325.1 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Financial Advisory Partners, LLC owners & executives

8 reported
NameTitleOwnershipSince
Alexander Wolcott Vandenberg ControlPartner25-50%2008
David Steele Sutphin ControlPartner / Chief Compliance Officer25-50%2008
Northstar Bank ControlPartner25-50%2014
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Frequently asked questions

How much does Financial Advisory Partners, LLC manage?

Financial Advisory Partners, LLC reports $325.1 million in regulatory assets under management on its Form ADV.

How many employees does Financial Advisory Partners, LLC have?

Financial Advisory Partners, LLC reports 3 employees.

Where is Financial Advisory Partners, LLC located?

Financial Advisory Partners, LLC is based in Winter Park, FL and has been SEC-registered since 2021.

Does Financial Advisory Partners, LLC disclose fund performance?

Financial Advisory Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1201 S. Orlando Avenue, Suite 350, Winter Park, FL 32789
Phone407-478-6314
Fax407-478-6314
Office hours8:00 a.m. To 4:00 P.M
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$325.1M
Non-discretionary$0
Total (RAUM)$325.1M