FINANCIAL PARTNERS GROUP, INC.
Latest filing: May 12, 2025 (97 days ago)
AUM
$973,306,348
13% change vs. 1 year ago
36% change vs. 3 years ago
137% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
9
0% change vs. 1 year ago
0% change vs. 3 years ago
-10% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
OVERLAND PARK, KS
10925 ANTIOCH ROAD, OVERLAND PARK, KS, UNITED STATES, 66210
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.0 |
| Non-Discretionary | $0.0 |
| Total | $1.0 |
| Client | AUM |
|---|---|
| Retail | $1.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $1.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 827 | $0.3 |
| Average Individual AUM | $339,804 | |
| HNW | 319 | $0.7 |
| Average HNW AUM | $2,145,163 | |
| Retail Total | 1,146 | $1.0 |
| Average Retail AUM | $842,343 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.8 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.0 |
| Retail SMA AUM | $1.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 14% | $0.1 |
| Equity Non-Exch | 1% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 1% | $0.0 |
| Derivatives | 1% | $0.0 |
| Investment Companies | 78% | $0.8 |
| Other Pools | 1% | $0.0 |
| Cash | 5% | $0.0 |
| Other | 0% | $0.0 |
| Total | 104% | $1.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| FPG RISK MANAGEMENT SOLUTIONS, LLC | $0.0 | - | |
| FPG TAX AND ACCOUNTING, LLC | $0.0 | accountancy | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
8 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| TIMOTHY MCDERMOTT | OVERLAND PARK | KS | S63|1998-10-30|S65|2002-04-08 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| JAMES CLAIBORNE | OVERLAND PARK | KS | S63|1990-08-30 | CHARTERED FINANCIAL CONSULTANT | |||||
| JOSHUA BRITTON | OVERLAND PARK | KS | S65|2004-01-13|S63|2015-04-17 | ||||||
| SAMUEL MELLINGER | OVERLAND PARK | KS | S63|1999-10-11|S65|1999-12-23 | ||||||
| MICHAEL STROUSE | OVERLAND PARK | KS | S65|2022-09-02 | ||||||
| MATTHEW QUEEN | OVERLAND PARK | KS | S63|2000-03-20|S65|2004-07-27 | ||||||
| MARK SAPER | OVERLAND PARK | KS | S63|1991-08-14|S66|2015-03-14 | ||||||
| CHRISTIAN DUNKER | OVERLAND PARK | KS | S63|2016-11-21|S65|2020-01-04 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $1.0 | $0.0 | 0% | 9 | 0 | 0% |
| 2025-04-21 | $1.0 | $0.0 | 0% | 9 | 0 | 0% |
| 2024-04-02 | $0.9 | $0.1 | 13% | 9 | 0 | 0% |
| 2023-04-04 | $0.7 | $0.3 | 43% | 9 | 0 | 0% |
| 2022-04-01 | $0.7 | $0.3 | 36% | 9 | 0 | 0% |
| 2021-04-05 | $0.6 | $0.4 | 71% | 9 | 0 | 0% |
| 2020-04-01 | $0.4 | $0.6 | 137% | 10 | -1 | -10% |
| 2019-04-01 | $0.3 | $0.7 | 228% | 6 | 3 | 50% |
| 2018-04-02 | $0.3 | $0.7 | 264% | 7 | 2 | 29% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| KS, AR-12/06/2023, AZ-03/20/2020, CA-12/09/2022, CO-07/19/2018, FL-03/20/2020, GA-12/09/2022, IA-09/08/2017, IL-05/15/2020, KS-09/08/2017, LA-03/22/2023, MD-12/06/2023, MI-12/22/2023, MN-12/06/2023, MO-09/08/2017, NC-12/06/2023, NE-09/08/2017, NH-03/30/2021, NY-12/06/2023, OK-03/29/2022, PA-12/06/2023, TX-09/08/2017, VA-05/12/2025, WA-12/06/2023 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV