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FINBACK INVESTMENT PARTNERS

CORAL GABLES, FL · CRD 310944 · IAPD ↗ · finbackpartners.com · 305-416-2626

$1.20BRegulatory AUM
5Advisory reps
17Employees
0Clients
0Planning clients
11Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2025 — FINBACK INVESTMENT PARTNERS crossed $1B in regulatory AUM ($818.4M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
April 2024 — FINBACK INVESTMENT PARTNERS reported RAUM up 50% ($545.5M -> $818.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.