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Advisory Partners, LLC

EST. AUM
$233,404,440

CONTACTS
1

CLIENT ACCOUNTS
152

Firm Details

Metro area Chicago
CRD Number 285518
Website apfamilyoffice.com
Client types

Overview

Advisory Partners typically manages Client investment portfolios on a discretionary basis. Advisory Partners primarily invests Client assets in various exchange-traded funds (“ETFs”), and individual debt and equity securities (principally amongst investment-grade debt and blue-chip stocks), in accordance with their stated investment objectives. With the Client’s express written consent, Advisory Partners advises Clients on investing in options as an investment strategy in Client accounts. * Acquired by Miracle Mile Advisors in Feb 2024

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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