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Ministry Partners Securities, LLC

Headquartered in BREA, CA

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Firm Information

Ministry Partners Securities, LLC is a Limited Liability Company formed in April 2010. The firm is registered with the SEC and is also registered in 26 states. They specialize in providing financial planning, referral to third-party money managers, and selection of other advisors. The firm manages approximately $17.9 million in assets for 169 clients, including individuals, charitable organizations, corporations, and high-net-worth individuals. They have a team of 4 licensed agents, investment advisor representatives, registered representatives, and investment advisory functions.

Ministry Partners Securities, LLC

$17.94M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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referral to third-party money managers

Referral to third-party money managers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

Branch Locations (7)

MINISTRY PARTNERS SECURITIES, LLC has a total of 7 branch locations across the country.

Advisors at Ministry Partners Securities, LLC

View All 8 Advisors

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Disclosures

There are no public disclosures for Ministry Partners Securities, LLC.

Frequently Asked Questions (8)

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