# MINISTRY PARTNERS SECURITIES, LLC

MINISTRY PARTNERS SECURITIES, LLC of BREA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 154349
- Type: SEC-registered investment adviser
- Location: ONE POINTE DR.,, BREA, CA, 92821
- Phone: 714-671-5720
- Latest filing: 2026-06-04
- Regulatory AUM: $25.4M
- Discretionary AUM: $25.4M
- Clients: 7
- Accounts: 133

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154349/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154349/similar
- Related entities: https://search.stillhousedata.com/firm/154349/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154349

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.