F
CRD: 170002
Financial Partners, LLC
Santa FE, NM, 87505
5057957910
$181.7M Total AUM
$181.7M Disc. AUM
-- 3Y CAGR
4 Employees
268 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-31-2014
- Office Locations
- 2
Office Locations
613 OLD Santa FE Trail Santa FE NM
-- Santa FE NM
About Financial Partners, LLC
Financial Partners, LLC is a Santa FE-based RIA with 2 offices. The firm has been operating for 12 years. Managing $181.7M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
45 AVG AGE
$60.6M AVG AUM / ADVISOR
$678.1K AVG AUM / CLIENT
4.1 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
12yrs Firm Age
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Client Personas
Catalyst
Investment Themes
Frontier Frontier matrix Alpha Frontier
Investment Vehicles
Value Beacon
Services
Value Legacy Momentum zenith Legacy foundation Frontier peak Beacon Legacy vertex Summit glacier
Owner & Executives
P
PETER DENIS MURPHY
Managing Member, Wealth Advisor
- CRD
- #5427375
- Ownership
- 25% but less than 50%
(899) 718-9665
atlas.delta@summitcapital.com
in linkedin.com/in/focus-capital
G
Gregory A Myers
Financial Advisor, PARTNER
- CRD
- #4625574
- Ownership
- 25% but less than 50%
(364) 381-3587
vertex.capital@pathwaycapital.com
in linkedin.com/in/harbor-momentum
Z
Zenith unison
Alpha fusion unison
- CRD
- #40040
- Ownership
- 40.0%
(875) 632-1512
element.matrix@radialcapital.com
in linkedin.com/in/capital-radial
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $181,725,211 | $678,079 |
| Non-Discretionary | $0 | -- |
| Total | $181,725,211 | $678,079 |
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Separately Managed Accounts
Total SMA Asset: $181,725,211
Private Funds:
14.8% Equity - Exchange:
18.6% Cash:
26.6% Corporate - Investment Grade:
22.8% U.S. Government/Agency:
17.2% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,098,876,292 | 14.8% |
| Equity - Exchange | $1,381,020,205 | 18.6% |
| Cash | $1,975,007,390 | 26.6% |
| Corporate - Investment Grade | $1,692,863,477 | 22.8% |
| U.S. Government/Agency | $1,277,072,448 | 17.2% |
| Total | $7,424,839,812 | 100.0% |