&Partners achieved $63 billion in AUM over three years.
Published
Signal category
Customers & Market
Quote
“$63 billion in AUM”
— &Partners team
Company
&Partners
Advice done well
- Industry
- Financial Services
- Company size
- 191 employees
The Power of Alignment. At &Partners we believe in the power of alignment because aligned interests result in advice done well. To us, good advisors are more than financial advocates — they are life coaches that focus on opening new possibilities through financial freedom and independence. By building a firm where financial advisors can thrive, we’re unlocking the potential of everything life can be. &Partners was founded by a seasoned team of executives dedicated to creating a visionary wealth management firm that places advisors and their clients at the center of everything we do. Advisors at &Partners have access to other tenured advisors, an on-call CIO team, plus a robust, tech-enabled platform — all designed to allow them to seize emerging opportunities and adapt to evolving client needs. That's the essence of advice done well. --- &PARTNERS is the enterprise trade/marketing name for Ampersand Partners LLC, a Delaware limited liability holding company, and its subsidiary, &Partners LLC, a Tennessee limited liability company. Securities and advisory services offered through &Partners, LLC, member FINRA, SIPC. Go to FINRA’s BrokerCheck for information on our firm and representatives. See also: https://www.andpartners.com/disclosures/ Please review our social media guidelines https://www.andpartners.com/social-media-guidelines/
Founded 2023