Retirement Portfolio Partners

Retirement Portfolio Partners (CRD# 157079) is a financial advisory firm headquartered in Warrenville, IL. They manage $17,976,760 in 62 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
27475 Ferry Road, Warrenville, IL 60555
http://www.retirementportfoliopartners.com
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $289,948
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Retirement Portfolio Partners
Showing 1 - 1 of 1 top financial advisors.
1
Erik Barnes, financial advisor Warrenville IL
Erik C. Barnes
CRD#: 5199473
27475 Ferry Road, Warrenville, IL 60555

Erik Barnes (CRD# 5199473) is an Investment Advisor Representative working at Retirement Portfolio Partners in Warrenville, IL and has over 17 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.

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