CRD: 174988
Associated Financial Partners, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-27-2015
- Office Locations
- 1
Office Locations
About Associated Financial Partners, Inc.
Associated Financial Partners, Inc. (Financial Partners Inc.) delivers financial planning and investment strategy, using AssetMap to visualize clients’ full financial landscape (investments, insurance, income, and other assets) and Nitrogen to quantify risk tolerance. The firm works with individuals and business owners on tailored portfolio construction and risk management, often implemented with ETFs. Custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN LLOYD SAUERS
Chief Executive Officer, President
- CRD
- #3141516
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $40,810,443 | -- |
| Total | $40,810,443 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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