FINANCIAL PARTNERS, LLC
CRD #170002 SEC #801-110092 SANTA FE, NM 505-795-7910
SEC Registered
Total AUM
$145.6M
Discretionary
$145.6M
Employees
5
Clients
26
Accounts
460
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $145.6M | $145.6M | $0 | 5 | 46 |
| Aug 2024 | $121.4M | $121.4M | $0 | 3 | 39 |
| Aug 2024 | $121.4M | $121.4M | $0 | 3 | 39 |
| Apr 2024 | $121.4M | $121.4M | $0 | 3 | 39 |
| Feb 2024 | $121.4M | $121.4M | $0 | 3 | 39 |
| Sep 2023 | $99.5M | $99.5M | $0 | 4 | 149 |
| Aug 2023 | $99.5M | $99.5M | $0 | 4 | 149 |
| Jan 2023 | $99.5M | $99.5M | $0 | 4 | 149 |
| Feb 2022 | $110M | $10M | $100M | 4 | 100 |
| Jan 2021 | $190.1M | $190.1M | $0 | 10 | 27 |
| Jun 2020 | $167.6M | $167.6M | $0 | 12 | 23 |
| May 2020 | $167.6M | $167.6M | $0 | 12 | 23 |
| Mar 2020 | $167.6M | $167.6M | $0 | 12 | 23 |
| Feb 2020 | $167.6M | $167.6M | $0 | 12 | 23 |
| Jan 2019 | $138.3M | $138.3M | $0 | 9 | 40 |
| Nov 2018 | $127.5M | $32.4M | $95.1M | 8 | 10 |
| Feb 2018 | $127.5M | $32.4M | $95.1M | 8 | 10 |
| Feb 2017 | $101.1M | $24.2M | $76.9M | 9 | 186 |
DateMar 2025
Total AUM$145.6M
Discretionary$145.6M
Non-Disc.$0
Employees5
Clients46
DateAug 2024
Total AUM$121.4M
Discretionary$121.4M
Non-Disc.$0
Employees3
Clients39
DateAug 2024
Total AUM$121.4M
Discretionary$121.4M
Non-Disc.$0
Employees3
Clients39
DateApr 2024
Total AUM$121.4M
Discretionary$121.4M
Non-Disc.$0
Employees3
Clients39
DateFeb 2024
Total AUM$121.4M
Discretionary$121.4M
Non-Disc.$0
Employees3
Clients39
DateSep 2023
Total AUM$99.5M
Discretionary$99.5M
Non-Disc.$0
Employees4
Clients149
DateAug 2023
Total AUM$99.5M
Discretionary$99.5M
Non-Disc.$0
Employees4
Clients149
DateJan 2023
Total AUM$99.5M
Discretionary$99.5M
Non-Disc.$0
Employees4
Clients149
DateFeb 2022
Total AUM$110M
Discretionary$10M
Non-Disc.$100M
Employees4
Clients100
DateJan 2021
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees10
Clients27
DateJun 2020
Total AUM$167.6M
Discretionary$167.6M
Non-Disc.$0
Employees12
Clients23
DateMay 2020
Total AUM$167.6M
Discretionary$167.6M
Non-Disc.$0
Employees12
Clients23
DateMar 2020
Total AUM$167.6M
Discretionary$167.6M
Non-Disc.$0
Employees12
Clients23
DateFeb 2020
Total AUM$167.6M
Discretionary$167.6M
Non-Disc.$0
Employees12
Clients23
DateJan 2019
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees9
Clients40
DateNov 2018
Total AUM$127.5M
Discretionary$32.4M
Non-Disc.$95.1M
Employees8
Clients10
DateFeb 2018
Total AUM$127.5M
Discretionary$32.4M
Non-Disc.$95.1M
Employees8
Clients10
DateFeb 2017
Total AUM$101.1M
Discretionary$24.2M
Non-Disc.$76.9M
Employees9
Clients186