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Financial Partners Capital Management, LLC

Financial Partners Capital Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 5, 2019
    • $466.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 542
      Accounts
    • $860.1K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

7

name start date
Christopher Thomas Conway
July 2011
Maureen Elaine Matamoros
March 2016
Peter Erhardt Braun
August 2011
Vincent John Marsden
May 2011
Craig Mitchell Giventer
June 2011

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Aaron Cohen President, Chief Operating Manager December, 2003 75% or more
    Craig Mitchell Giventer Managing Director June, 2006 10% to 25%
    Vincent John Marsden Chief Compliance Officer, Coo January, 2005 5% to 10%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees