FINANCIAL PARTNERS GROUP, INC

HTTPS://WWW.FPGKC.COM OVERLAND PARK, KS Investment Advisor How do I update this listing?

Financial Partners Group is based out of Overland Park. Financial Partners Group is a large advisory firm with 697 clients and discretionary assets under management (AUM) of $297,001,861 (Form ADV from 2019-03-29). Their last reported 13F filing for Q2 2019 included $212,861,000 in managed 13F securities and a top 10 holdings concentration of 60.69%. Financial Partners Group's largest holding is iShares Core S&P 500 ETF with shares held of 93,094. Whalewisdom has at least 8 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $212.861 Million
  • Prior Market Value $184.967 Million
  • New Purchases6 stocks
  • Additional Purchases26 stocks
  • Sold out of5 stocks
  • Reduced holdings in40 stocks
  • Top 10 Holdings % 60.69 %
  • Turnover % [1]:14.47%
  • Turnover Alt % [2]: 33.06 %
  • Time Held Top20:3.45 quarters
  • Time Held Top10:2.40 quarters
  • Time Held All:4.45 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -0.42%
Performance Last 4 Quarters: -2.91%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR/A (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

FINANCIAL PARTNERS GROUP, INC.
9990 COLLEGE BLVD
OVERLAND PARK KS    66210
Country: United States

Business Phone: 913-948-9489
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: KS
Number of employees: 6
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 262,672,000
Total Number of Clients: 697
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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FINANCIAL PARTNERS GROUP, INC.

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
CLAIBORNE, JAMES, CURTIS PRESIDENT 05/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
FINANCIAL PARTNERS GROUP, INC. PRESIDENT direct 2017-05-01
MCDERMOTT, TIMOTHY, JOHN CIO 06/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
FINANCIAL PARTNERS GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2017-06-01
QUEEN, MATTHEW, CRAIG CCO 02/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
LAWING FINANCIAL ASSOCIATES, INC. DIRECTOR direct 2007-07-01

FINANCIAL PARTNERS GROUP, INC.

ownership team - last updated 2017-11-30
Name Title Start Date Direct/Indirect % Ownership
CLAIBORNE, JAMES, CURTIS PRESIDENT 05/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
FINANCIAL PARTNERS GROUP, INC. PRESIDENT direct 2017-05-01
MCDERMOTT, TIMOTHY, JOHN CHIEF COMPLIANCE OFFICER, SHAREHOLDER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
FINANCIAL PARTNERS GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2017-06-01

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