MINER PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
304092
Registered since
July 17, 2019

Firm profile

FINTRX

Overview

Miner Partners, LLC is a limited liability company that operates within the financial services sector, focusing on investment management. The firm has been registered with the SEC since 2019 and primarily engages in advisory activities. While it is classified as unclassified, Miner Partners does not serve as a capital allocator or pension consultant. The firm is also not recognized as an active ESG investor and does not operate as a multi-state adviser. Its client base and fee structure are not publicly detailed, indicating a more private operational approach.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • STUART WILSON

    Founding PartnerCRD 2374128

  • DENNIS MINER

    Managing DirectorCRD 1868629

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
175 Federal St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth