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Financial Partners Group, Inc.

● SEC registered since 2017CRD 288644SEC# 801-111662Overland Park, KS
Export (members)
Reg. AUM
$973.3M
Employees
9
Accounts
3,379
Location
Overland Park, KS

Financial Partners Group, Inc. assets under management

Financial Partners Group, Inc. is an SEC-registered investment adviser based in Overland Park, KS. The firm has been registered since 2017. It reports $973.3 million in regulatory assets under management and employs 9 people.
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Financial Partners Group, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Derek Joseph McDermott ControlChief Operating OfficerUnder 5%2024
James Curtis Claiborne ControlPresident, Managing Partner50-75%2017
Joshua John Britton ControlChief Compliance Officer/CioUnder 5%2024
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Frequently asked questions

How much does Financial Partners Group, Inc. manage?

Financial Partners Group, Inc. reports $973.3 million in regulatory assets under management on its Form ADV.

How many employees does Financial Partners Group, Inc. have?

Financial Partners Group, Inc. reports 9 employees.

Where is Financial Partners Group, Inc. located?

Financial Partners Group, Inc. is based in Overland Park, KS and has been SEC-registered since 2017.

Does Financial Partners Group, Inc. disclose fund performance?

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

Contact & registration

Address10925 Antioch Road, Suite 100, Overland Park, KS 66210
Phone913-826-6982
Fax913-948-9484
Office hours8:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK1731169
Discloses disciplinary historyNo

Assets under management

Discretionary$954.7M
Non-discretionary$18.6M
Total (RAUM)$973.3M