ETF Portfolio Partners

Finance · Kansas, United States · 1-10 Employees

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Overview

Headquarters

4831 W 136th St Ste 300, Leawood, Kansas...

Phone Number

(913) 851-1100

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
1
1
1
1
1

About ETF Portfolio Partners

ETF Portfolio Partners is a nationally recognized leader in ETF portfolio management, specializing in building and managing portfolios comprised entirely of Exchange-Traded Funds (ETFs). The company focuses on delivering a better investing experience through sophisticated asset allocation strategies that are cost-efficient and transparent. They prioritize their clients' interests by adhering to a fiduciary standard and providing personalized investment advice tailored to specific risk and return goals. ETF Portfolio Partners aims to transform the way investors access the markets by emphasizing lower fees, diversification, and smart technology.Explore more
ETF Portfolio Partners's Social MediaPopular SearchesEtf Portfolio Partners IncETF Portfolio PartnersIndex Portfolio Solutions LLCPortfolio PartnersPortfolio SolutionsSIC Code 62,628NAICS Code 52,523Show more

ETF Portfolio Partners Org Chart

PhoneEmail
Richard Romey, President at ETF Portfolio Partners
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ETF Portfolio Partners

<$5M
1-10
Private
-
2004
Richard Romey, President at ETF Portfolio Partners
Richard RomeyPresident
<$5M
1-10
Private
-
2003
N/A
<$5M
11-50
Private
-
2014
AR
Austin RoncancioChief Client Officer (Cco) & Portfolio Manager & Managing Director, Equity Research
<$5M
11-50
Private
-
1999
Eric Bertonazzi, Chairman & Chief Executive Officer at Wainwright Investment Counsel
Eric BertonazziChairman & CEO
<$5M
1-10
Private
-
1984
CM
Carol Mac LeanAssistant Vice President & Investment Compliance Advisor
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2016
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

ETF Portfolio Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

ETF Portfolio Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about ETF Portfolio Partners.

ETF Portfolio Partners Tech Stack

A closer look at the technologies used by ETF Portfolio Partners

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Frequently Asked Questions Regarding ETF Portfolio Partners

What is ETF Portfolio Partners's official website?
ETF Portfolio Partners's official website is www.etfportfoliopartners.com
What is ETF Portfolio Partners's Revenue?
ETF Portfolio Partners's revenue is <$5 Million
What is ETF Portfolio Partners's SIC code?
ETF Portfolio Partners's SIC: 62,628
What is ETF Portfolio Partners's NAICS code?
ETF Portfolio Partners's NAICS: 52,523
How many employees does ETF Portfolio Partners have?
ETF Portfolio Partners has 1-10 employees
What industry does ETF Portfolio Partners belong to?
ETF Portfolio Partners is in the industry of: Finance, Securities Trading
What is ETF Portfolio Partners competition?
ETF Portfolio Partners top competitors include: Journey Capital Advisers, Evanson Asset Management, Wainwright Investment Counsel, Montecito Capital Management Group
What technology does ETF Portfolio Partners use?
Some of the popular technologies that ETF Portfolio Partners uses are: Microsoft 365, Redtail CRM, BlueHost, Microsoft Exchange Online
How do I contact ETF Portfolio Partners?
ETF Portfolio Partners contact info: Phone number: (913) 851-1100 Website: www.etfportfoliopartners.com
What does ETF Portfolio Partners do?

ETF Portfolio Partners is a nationally recognized leader in ETF portfolio management, specializing in building and managing portfolios comprised entirely of Exchange-Traded Funds (ETFs). The company focuses on delivering a better investing experience through sophisticated asset allocation strategies that are cost-efficient and transparent. They pri... oritize their clients' interests by adhering to a fiduciary standard and providing personalized investment advice tailored to specific risk and return goals. ETF Portfolio Partners aims to transform the way investors access the markets by emphasizing lower fees, diversification, and smart technology.Read More

What are ETF Portfolio Partners social media links?
ETF Portfolio Partners Linkedin page ETF Portfolio Partners Facebook page
Is ETF Portfolio Partners a public company?
ETF Portfolio Partners is private company therefore does not currently have an official ticker symbol
See more information about ETF Portfolio Partners

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