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OUTLIER FINANCIAL PARTNERS, LLC

CRD 330474

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133 W CONCHO AVE, SUITE 207, SAN ANGELO, TX, 76903, United States

Phone

325-223-2800

Fax

Registration

— (—)

Source

State registered

Total AUM

$24.6M

Discretionary AUM

$24.6M

Team

3 total employees; 3 advisory reps; 20 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees; 1.5% OF GROSS ANNUAL INCOME. MIN $100/MONTH & MAX $300/MONTH

Org form

Limited Liability Company

Filing date

2026-02-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals111$10.9M
High net worth individuals15$13.7M

All web addresses on file

Official SEC filing: View on IAPD