Finback Investment Partners
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Overview
Finback Investment Partners is a financial advisory company headquartered in Miami, Florida. The company has $545.5 million in total assets over eight accounts, making it one of the bigger firms in the country by assets under management (AUM). Finback Investment Partners has a small team, including 4 financial advisors. Finback Investment Partners does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are exchangable financial assets like stocks, bonds and options.
Finback Investment Partners oversees all of the company's client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction decisions for the client's account without requiring the customer's authorization. The firm's average account size is $68.2 million. The typical financial advisor at Finback Investment Partners oversees around two client accounts, placing it among the most individualized firms in the country.
The company's headquarters is at One Alhambra Plaza, Miami, Florida 33134. The company is legally registered to serve customers in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Finback Investment Partners by the Numbers
$545.5 million
11
8
$68.2 million
Fee Structure
Fees for financial management vary depending on which services the firm provides the client. However, fee types billed by Finback Investment Partners can be comprised of the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Finback Investment Partners.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm provides services to pooled investment vehicles. Out of its eight clients, Finback Investment Partners's biggest client is pooled investment vehicles. None of the firm's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Finback Investment Partners does not have any disclosures.
Please visit its Form ADV for more details.
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