FINANCIAL PARTNERS, INC.

FINANCIAL PARTNERS, INC. is an SEC-registered investment adviser (CRD 331728). Regulatory assets under management: $11.5M.

Registration

• CRD: 331728
• Type: Registered investment adviser
• Phone: 252-489-3703
• Latest filing: 2026-04-06
• Regulatory AUM: $11.5M
• Non-discretionary AUM: $11.5M
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM.

Clients served: Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331728 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search