FINANCIAL PARTNERS GROUP, LLC
CRD #165856 SEC #801-77574 GALLATIN, TN 615-230-9700
SEC Registered
Total AUM
$638.6M
Discretionary
$638.6M
Employees
6
Clients
251
Accounts
1,103
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $638.6M | $638.6M | $0 | 6 | 0 |
| Feb 2025 | $617.7M | $617.7M | $0 | 7 | 0 |
| Feb 2024 | $617.7M | $617.7M | $0 | 7 | 0 |
| Feb 2023 | $554.5M | $554.5M | $0 | 7 | 0 |
| Apr 2022 | $570.9M | $570.9M | $0 | 5 | 0 |
| Mar 2022 | $570.9M | $570.9M | $0 | 5 | 0 |
| Jan 2021 | $487.7M | $487.7M | $0 | 5 | 0 |
| May 2020 | $480.8M | $480.8M | $0 | 5 | 0 |
| Mar 2020 | $480.8M | $480.8M | $0 | 5 | 0 |
| Feb 2019 | $166.3M | $166.3M | $0 | 5 | 0 |
| Mar 2018 | $161.4M | $161.4M | $0 | 2 | 6 |
| Sep 2017 | $176.7M | $176.7M | $0 | 8 | 500 |
| Feb 2017 | $176.7M | $176.7M | $0 | 8 | 500 |
| Jan 2016 | $142.8M | $142.8M | $0 | 7 | 400 |
| Jul 2015 | $143.6M | $143.6M | $0 | 5 | 200 |
| Feb 2015 | $143.6M | $143.6M | $0 | 5 | 200 |
| May 2014 | $138.7M | $138.7M | $0 | 2 | 200 |
| Mar 2014 | $138.7M | $138.7M | $0 | 2 | 200 |
| Apr 2013 | $106.9M | $80.4M | $26.6M | 3 | 225 |
| Jan 2013 | $0 | $0 | $0 | 2 | 0 |
| Jan 2013 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$638.6M
Discretionary$638.6M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$617.7M
Discretionary$617.7M
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$617.7M
Discretionary$617.7M
Non-Disc.$0
Employees7
Clients0
DateFeb 2023
Total AUM$554.5M
Discretionary$554.5M
Non-Disc.$0
Employees7
Clients0
DateApr 2022
Total AUM$570.9M
Discretionary$570.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$570.9M
Discretionary$570.9M
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$487.7M
Discretionary$487.7M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$480.8M
Discretionary$480.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$480.8M
Discretionary$480.8M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$166.3M
Discretionary$166.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$161.4M
Discretionary$161.4M
Non-Disc.$0
Employees2
Clients6
DateSep 2017
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees8
Clients500
DateFeb 2017
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees8
Clients500
DateJan 2016
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees7
Clients400
DateJul 2015
Total AUM$143.6M
Discretionary$143.6M
Non-Disc.$0
Employees5
Clients200
DateFeb 2015
Total AUM$143.6M
Discretionary$143.6M
Non-Disc.$0
Employees5
Clients200
DateMay 2014
Total AUM$138.7M
Discretionary$138.7M
Non-Disc.$0
Employees2
Clients200
DateMar 2014
Total AUM$138.7M
Discretionary$138.7M
Non-Disc.$0
Employees2
Clients200
DateApr 2013
Total AUM$106.9M
Discretionary$80.4M
Non-Disc.$26.6M
Employees3
Clients225
DateJan 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0