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OUTLIER FINANCIAL PARTNERS, LLC
CRD 330474
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 111 | $10.9M |
| High net worth individuals | 15 | $13.7M |
All web addresses on file
Official SEC filing: View on IAPD