Partners Finance

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Houston, Texas
CRD number
315067
Registered since
October 21, 2022

Firm profile

FINTRX

Overview

Partners Finance is organized as a limited liability company and is recorded as an SEC-registered investment adviser with an SEC registration year of 2022. FINTRX categorizes the firm as unclassified and indicates ownership involving both a domestic entity and an individual. The firm's public profile is sparse: it is not identified as a capital allocator, does not report being an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. Regulatory and profile fields provided in the database supply basic structural details but offer little about the firm’s client focus, advisory services, or investment philosophy. There are no FINTRX entries describing business activities, advisory activities, or client segments.

Assets & Accounts

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

Owners & executives

1 of 1
  • Jonathan Silberman

    Jonathan Silberman

    Chief Executive OfficerCRD 1457569

Contacts

3 of 4
  • Jeffrey Royal

    Jeffrey Royal

    Head of DistributionCRD 5844781

  • Brett Chiles

    Brett Chiles

    Managing DirectorCRD 4128909

  • Joseph Mckendry

    Joseph Mckendry

    Managing DirectorCRD 5922995

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
5847 San Felipe St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth