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Financial Partners, LLC

● SEC registered since 2017CRD 170002SEC# 801-110092Santa Fe, NM
Export (members)
Reg. AUM
$145.6M
Employees
5
Accounts
460
Location
Santa Fe, NM

Financial Partners, LLC assets under management

Financial Partners, LLC operates as an SEC-registered investment adviser based in Santa Fe, NM. The firm has been registered since 2017. It reports $145.6 million in regulatory assets under management and employs 5 people.
www.financialpartnersnm.comView on SEC.gov ↗

Financial Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
Gregory A Myers ControlPartner25-50%2024
Peter Denis Murphy ControlManaging Member25-50%2022
Silas Michael Peterson ControlChief Compliance Officer & Partner25-50%2023

Frequently asked questions

How much does Financial Partners, LLC manage?

Financial Partners, LLC reports $145.6 million in regulatory assets under management on its Form ADV.

How many employees does Financial Partners, LLC have?

Financial Partners, LLC reports 5 employees.

Where is Financial Partners, LLC located?

Financial Partners, LLC is based in Santa Fe, NM and has been SEC-registered since 2017.

Does Financial Partners, LLC disclose fund performance?

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

Contact & registration

Address613 Old Santa Fe Trail, Santa Fe, NM 87505
Phone505-795-7910
Office hours8:30 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$145.6M
Non-discretionary$0
Total (RAUM)$145.6M