AdvisorNet Portfolio Partners Email Format

Financial ServicesMinnesota, United States2-10 Employees

AdvisorNet Portfolio Partners is a small, boutique asset manager in the financial services sector that collaborates with financial advisors to simplify running an advisory practice. As a turnkey, third-party asset manager, it administers nearly $1.5 billion in client assets and supports portfolios with a back-office team contributing more than 40 years of collective portfolio management experience. This arrangement frees advisers to pursue new clients, grow their book of business, and devote more time to clients and family while portfolios are professionally managed.

Based in Minneapolis, Minnesota, the firm provides securities and advisory services through Cetera Advisor Networks LLC and advisory services through AdvisorNet Wealth Partners, reflecting its operations within a broader broker-dealer and registered investment adviser network. It emphasizes an institutionalized process with a personalized touch. In November 2023, reports indicated that JZZ Technologies acquired Portfolio Partners.

Get verified AdvisorNet Portfolio Partners emails free

Company overview Employee directory