MINISTRY PARTNERS SECURITIES, LLC

MINISTRY PARTNERS SECURITIES, LLC of BREA, CA is an SEC-registered investment adviser (CRD 154349). Regulatory assets under management: $25.4M.

Registration

• CRD: 154349
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154349 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search