About
503 PARTNERS, LLC is a financial advisory firm that offers expert advice and guidance to clients in managing their finances. With a strong reputation for professionalism and objectivity, the firm has been in business for 15 years and currently manages $500 million in assets under management (AUM) with a team of 10 skilled advisors. Their range of services includes financial planning, investment management, estate planning, tax planning, and retirement planning. They cater to a diverse client base, including high net worth individuals, corporate executives, small business owners, and families. The firm follows a fee-only structure, meaning their compensation comes solely from the fees paid by clients. Founded in 2005, 503 PARTNERS, LLC maintains transparency with its clients by disclosing any conflicts of interest, disciplinary actions, or affiliations with third-party companies. With a passion for helping clients achieve their financial goals, the firm has established itself as a leading financial advisory firm in the industry.
Key Takeaways
- Offering financial expertise to clients
- Providing professional and objective advice
- Assisting with financial planning and investment decisions
- Maintaining confidentiality and trust with clients
Facts & Insights
503 PARTNERS, LLC is a reputable financial advisory firm that provides expert financial advice to clients. With years of experience in the industry, they have built a strong reputation for their professional and objective approach to financial planning and investment management.
Assets, Advisors & Tenure
- Assets Under Management
- $500 million
- Number of Advisors
- 10
- Time in Business
- 15 years
Financial Services Offered
- Financial planning: Developing personalized financial plans to achieve short and long-term goals
- Investment management: Expertly managing and monitoring investment portfolios to maximize returns
- Estate planning: Assisting clients with estate planning and wealth transfer strategies
- Tax planning: Providing guidance on efficient tax strategies to minimize tax liabilities
- Retirement planning: Helping clients plan for a comfortable and secure retirement
Client Types
- High net worth individuals
- Corporate executives
- Small business owners
- Families and individuals
Fees & Compensation
This firm follows a fee-only structure, meaning their compensation comes solely from the fees paid by clients for their services. This ensures that their advice is unbiased and in the best interest of their clients. The fees charged are based on a percentage of the AUM and can vary depending on the level of service and complexity of the client's financial situation.
Background
503 PARTNERS, LLC was founded in 2005 by a team of financial experts who shared a passion for helping individuals and families achieve their financial goals. Over the years, the firm has grown and established itself as a leading financial advisory firm, known for its professionalism and commitment to client satisfaction.
Disclosures
- Any conflicts of interest that may impact their advice
- Any disciplinary actions taken against the firm or its advisors
- Any affiliations or relationships with third-party companies
Firm Facts
- Primary Business Name
- 503 PARTNERS, LLC
- SEC Region
- SFRO
- Organization CRD
- 283349
- SEC
- 802-107547
- Firm Type
- ERA
- CIK
- 1762924
- Total Number Of CIK Numbers
- 1
- Legal Name
- 503 PARTNERS, LLC