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BOOTPACK FINANCIAL PARTNERS, LLC

CRD 310983

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$83.2M

Discretionary AUM

$83.2M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-22

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)ON-GOING FINANCIAL

Client types

TypeClientsAUM
Individuals8$5.8M
High net worth individuals7$67.6M
Charitable organizations1$9.8M

All web addresses on file

Official SEC filing: View on IAPD