FINANCIAL PARTNERS GROUP, INC.
CRD #288644 SEC #801-111662 OVERLAND PARK, KS 913-826-6982
SEC Registered
Total AUM
$973.3M
Discretionary
$954.7M
Employees
9
Clients
101
Accounts
3,379
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $973.3M | $954.7M | $18.6M | 9 | 5 |
| Mar 2025 | $973.3M | $954.7M | $18.6M | 9 | 5 |
| Jun 2024 | $859.7M | $844.2M | $15.4M | 9 | 0 |
| Apr 2024 | $859.7M | $844.2M | $15.4M | 9 | 0 |
| Mar 2024 | $859.7M | $844.2M | $15.4M | 9 | 0 |
| Dec 2023 | $682M | $672M | $10M | 9 | 0 |
| Dec 2023 | $682M | $672M | $10M | 9 | 0 |
| Mar 2023 | $682M | $672M | $10M | 9 | 0 |
| Dec 2022 | $716.6M | $710.5M | $6.1M | 9 | 0 |
| Mar 2022 | $716.6M | $710.5M | $6.1M | 9 | 0 |
| Mar 2021 | $568.3M | $567.1M | $1.2M | 9 | 0 |
| Sep 2020 | $410.6M | $409.8M | $807.4K | 10 | 0 |
| Jun 2020 | $410.6M | $409.8M | $807.4K | 10 | 0 |
| Mar 2020 | $410.6M | $409.8M | $807.4K | 10 | 0 |
| Oct 2019 | $297M | $297M | $0 | 6 | 0 |
| Oct 2019 | $297M | $297M | $0 | 6 | 0 |
| Oct 2019 | $297M | $297M | $0 | 6 | 0 |
| Mar 2019 | $297M | $297M | $0 | 6 | 0 |
| Jul 2018 | $267.4M | $267.4M | $0 | 7 | 0 |
| Jul 2018 | $267.4M | $267.4M | $0 | 7 | 0 |
| Mar 2018 | $267.4M | $267.4M | $0 | 7 | 0 |
| Nov 2017 | $247.5M | $247.5M | $0 | 6 | 0 |
| Sep 2017 | $0 | $0 | $0 | 6 | 0 |
| Aug 2017 | $0 | $0 | $0 | 6 | 0 |
DateMay 2025
Total AUM$973.3M
Discretionary$954.7M
Non-Disc.$18.6M
Employees9
Clients5
DateMar 2025
Total AUM$973.3M
Discretionary$954.7M
Non-Disc.$18.6M
Employees9
Clients5
DateJun 2024
Total AUM$859.7M
Discretionary$844.2M
Non-Disc.$15.4M
Employees9
Clients0
DateApr 2024
Total AUM$859.7M
Discretionary$844.2M
Non-Disc.$15.4M
Employees9
Clients0
DateMar 2024
Total AUM$859.7M
Discretionary$844.2M
Non-Disc.$15.4M
Employees9
Clients0
DateDec 2023
Total AUM$682M
Discretionary$672M
Non-Disc.$10M
Employees9
Clients0
DateDec 2023
Total AUM$682M
Discretionary$672M
Non-Disc.$10M
Employees9
Clients0
DateMar 2023
Total AUM$682M
Discretionary$672M
Non-Disc.$10M
Employees9
Clients0
DateDec 2022
Total AUM$716.6M
Discretionary$710.5M
Non-Disc.$6.1M
Employees9
Clients0
DateMar 2022
Total AUM$716.6M
Discretionary$710.5M
Non-Disc.$6.1M
Employees9
Clients0
DateMar 2021
Total AUM$568.3M
Discretionary$567.1M
Non-Disc.$1.2M
Employees9
Clients0
DateSep 2020
Total AUM$410.6M
Discretionary$409.8M
Non-Disc.$807.4K
Employees10
Clients0
DateJun 2020
Total AUM$410.6M
Discretionary$409.8M
Non-Disc.$807.4K
Employees10
Clients0
DateMar 2020
Total AUM$410.6M
Discretionary$409.8M
Non-Disc.$807.4K
Employees10
Clients0
DateOct 2019
Total AUM$297M
Discretionary$297M
Non-Disc.$0
Employees6
Clients0
DateOct 2019
Total AUM$297M
Discretionary$297M
Non-Disc.$0
Employees6
Clients0
DateOct 2019
Total AUM$297M
Discretionary$297M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$297M
Discretionary$297M
Non-Disc.$0
Employees6
Clients0
DateJul 2018
Total AUM$267.4M
Discretionary$267.4M
Non-Disc.$0
Employees7
Clients0
DateJul 2018
Total AUM$267.4M
Discretionary$267.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$267.4M
Discretionary$267.4M
Non-Disc.$0
Employees7
Clients0
DateNov 2017
Total AUM$247.5M
Discretionary$247.5M
Non-Disc.$0
Employees6
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0