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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-08-2018
- Office Locations
- 2
Office Locations
About Purposeful Strategic Partners
Purposeful Strategic Partners is a fee-only, fiduciary RIA delivering values-based, comprehensive financial planning for families, entrepreneurs, and employers. Ongoing planning spans investments and insurance plus tax, retirement, cash-flow, risk, estate, and asset-protection guidance, with 401(k) plan and financial wellness program support. Founded by CFP Joshua Escalante Troesh, a tenured business professor; client assets can be held at Betterment.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Joshua Daniel Escalante Troesh
Chief Compliance Officer, Investment Advisor
- CRD
- #6910288
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Kayla C Phillips
--
- CRD
- #7396184
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,756,754 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,756,754 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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