A complete list of active advisors currently associated with Bootpack Financial Partners, LLC
Warmer can help you find a great advisor at Bootpack Financial Partners, LLC or one who fits your needs even better.
Bootpack Financial Partners provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, other investment advisers, and charitable organizations. The firm delivers individualized Investment Policy Statements, ongoing portfolio monitoring, and implementation of investment strategies tailored to client objectives. The firm employs fundamental, quantitative, and modern portfolio theory analyses and typically pursues a long‑term trading approach while retaining discretion to effect trades consistent with client IPSs. It conducts quarterly account reviews and delivers ongoing planning services that include biannual check‑ins and annual plan updates. Noteworthy aspects include a relatively small client roster paired with roughly $83 million in assets under management, suggesting a concentrated client base and substantive AUM per client, and an explicit willingness to serve charitable organization clients. The firm also discloses access to a broad range of investment types — from REITs and private placements to venture capital and digital‑asset exposure — and requires client custody at a single custodian, with related disclosures about services and potential conflicts.
To learn more about the advisors currently working at Bootpack Financial Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Jackson, WY
| 5
|
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