Strategic Financial Partners, Ltd
Firm details
- Headquarters
- ,
- CRD number
- 148858
- Registered since
- December 10, 2012
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI78.08%
- Individuals21.68%
- Charitable Organizations0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Strategic Financial Partners, Ltd is an independent registered investment adviser organized as a corporation and owner-operated. Registered with the SEC since 2012, the firm serves both individual/family and institutional clients and describes itself as a capital allocator that uses outside managers. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers. The firm also operates as a registered representative of a broker-dealer and as an insurance broker, enabling placement of insurance and annuity products alongside discretionary portfolio work. Strategic Financial Partners reports being an active ESG investor, and it offers fee arrangements that include percentage-of-AUM, hourly and fixed-fee engagements.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds94%
- Exchange Traded Equities4%
- Cash & Cash Equivalents2%
Contacts
3 of 6
Michael Eisenhauer
Client Relationship SpecialistCRD 5667409
Richard Williams
Vice PresidentCRD 2071231
Kevin Green
Client Relationship SpecialistCRD 4136845
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 97Active vs passive
$397M in ETFs
73%
$292M
3%
$106M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $47.2M | 536,722 | 11.87% |
Location
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Location
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Headquartered in , null.
- Office locations
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