MINISTRY PARTNERS SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2011

Total AUM

$25.4M

Discretionary

$25.4M

100% of AUM

Accounts

133

Employees

7

Advisory reps

8

Brokerage reps

6

Firm details

Headquarters: BREA, California
CRD number: 154349
Registered since: March 2, 2011
Website: www.ministrypartners.org
Custodians: ASSETMARK TRUST CO., GOLDMAN SACHS CUSTODY SOLUTIONS, FIDELITY DISTRIBUTORS COMPANY LLC, INVESTMENT MANAGEMENT
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Charitable Organizations41.02%
HNWI32.58%
Individuals26.29%
Corporations / Businesses0.11%
Services: Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Ministry Partners Securities, LLC operates as an independent broker-dealer and insurance broker organized as an LLC and SEC-registered since 2011. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts, offering financial planning and the selection of third-party advisers as part of its advisory activity. Its revenue mix includes percentage-of-AUM fees along with hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Other100%

Owners & executives

1 of 1

DARREN THOMPSON
Chief Operating OfficerCRD 5402755

Contacts

3 of 7

VIRGINIA HAVENS
Manager of SalesCRD 4996079
JOSEPH TURNER
PresidentCRD 2077052
BRUCE TRAUB
Vice President of Wealth ManagementCRD 3219474

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

BREA, CA

ORANGE

Location

BREA, CA

Headquartered in BREA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area: Los Angeles-Long Beach, CA
Region: West
County: ORANGE
Address: 1 Pointe Dr
Time zone: PT (UTC-8)
Office locations

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