Drs Financial Partners LLC

Drs Financial Partners LLC (CRD# 311660) is a financial advisory firm headquartered in , . They manage $5,415,369 in 11 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.linkedin.com/company/drsfp/
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $492,306
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, HI, TX

Financial Advisors at Drs Financial Partners LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stanley Himeno-Okamoto, financial advisor San Jose CA
Stanley K. Himeno-Okamoto
CRD#: 6322601
San Jose, CA

Stanley Himeno-Okamoto (CRD# 6322601) is an Investment Advisor Representative working at Drs Financial Partners LLC in San Jose, CA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals