DRS Financial Partners LLC
RIASEC Registered
Total AUM
$7.5M
Discretionary
$7.5M
100% of AUM
Avg account
$622K
Accounts
12
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 311660
- Website
- drsfp.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
DRS Financial Partners LLC is an individually owned limited liability company that offers financial planning and portfolio management services targeted at individuals and small businesses. The firm’s reported fee options include a percentage of assets under management as well as hourly and fixed-fee arrangements. The firm is not identified as an active ESG investor, not a multi-state adviser, and is classified as a non-capital allocator in the available filing.
Assets & Accounts
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
- Public Funds/Mutual Funds80%
- Exchange Traded Equities16%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Stanley Himeno-okamoto
Founder & Financial PlannerCRD 6322601
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Simplify Investments
RIAAUM $7.5MTEAM 1REPS 1
Blue Mountain Financial Planning
RIAAUM $7.5MTEAM 1REPS 1
Grinstead Wealth Management
RIAAlbuquerque, NM
AUM $7.5MTEAM 1REPS 1
Megaannum Capital, LLC
RIADowningtown, PA
AUM $7.5MTEAM 2REPS 2
Impact Financial Life Planning LLC
RIAAUM $7.5MTEAM 1REPS 1
DHL Wealth Management LLC
RIARichardson, TX
AUM $7.5MTEAM 4REPS 4