1102 Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 313536
- Registered since
- March 26, 2026
- Website
- www.1102partners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI99.42%
- Individuals0.58%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
1102 Partners, LLC is an independent registered investment adviser organized as an LLC. The firm serves individual and family clients with financial planning and portfolio management services, including work with small-business owner accounts. It reports a mix of fee arrangements—asset-based fees plus options for hourly and fixed-fee engagements—and does not position itself as a capital allocator. The firm is not an active ESG investor and is not registered as a multi-state adviser. Its SEC registration year is listed as 2026.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- US Government Bonds18%
- Public Funds/Mutual Funds15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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