Assets Under Management
$15.2M
Number of Clients
115
Number of Advisors
5
Average Client AUM
$132K
AUM per Advisor
$3.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Ministry Partners Securities provides financial, wealth planning, and investment advisory services tailored to individual needs, considering income, net worth, age, investment objectives, and religious/ethical values. They employ a Christian approach to financial management and investment advice.
One Pointe Dr.,, Suite 205, Brea, CA, 92821