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MINISTRY PARTNERS SECURITIES, LLC
CRD 154349
ONE POINTE DR.,, SUITE 205, BREA, CA, 92821, United States
Phone
714-671-5720
Fax
714-784-7134
Registration
— (—)
Source
State registered
Total AUM
$25.4M
Discretionary AUM
$25.4M
Team
7 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-06-04
Disciplinary history
No
Services
Financial planningSelection of other advisersREFERRAL TO THIRD-PARTY MONEY MANAGERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 80 | $6.7M |
| High net worth individuals | 43 | $8.3M |
| Charitable organizations | 8 | $10.4M |
| Corporations/business entities | 1 | $27K |
All web addresses on file
Official SEC filing: View on IAPD