Assets Under Management
$454.5M
Number of Clients
5,276
Number of Advisors
31
Average Client AUM
$86K
AUM per Advisor
$14.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
ThePARTNERS offers investment management, planning, and consulting services tailored to individual client needs. Services are delivered through customized strategies, model portfolios, or outside managers. They utilize the Amplify Platform for back-office support. Financial planning covers investment, retirement, estate, and education savings.
Nw Corner Ocean Avenue and Mission Street, Second Level, Carmel By the Sea, CA, 93921