CRD: 154349
Ministry Partners Securities, LLC
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- Custodian
- Assetmark · Fidelity/NFS · Folio Investments
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-02-2011
- Office Locations
- 3
Office Locations
About Ministry Partners Securities, LLC
Ministry Partners Investment Company, and its subsidiary Ministry Partners Securities LLC, provides investment advisory, broker-dealer, insurance, and church financing/servicing solutions focused on Christian stewardship. Serving churches and ministries, individuals and businesses, and other financial institutions, it connects investors and credit unions with Christian ministries seeking financing. A CUSO owned by 11 credit unions, operating since 1991.
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Owner & Executives
DANIEL ALLAN FLUDE
Finop, Vice President
- CRD
- #5813596
- Ownership
- Less than 5%
BRIAN PATRICK SWEENEY
Chief Compliance Officer
- CRD
- #4174087
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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VIRGINIA E. HAVENS
Founder, President
- CRD
- #4996079
ANDREW CHRISTOPHER PAPP
--
- CRD
- #2399284
Showing 2 of 8 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,374,799 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,374,799 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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