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1248 PARTNERS, LLC

KANSAS CITY, MO · CRD 325304 · IAPD ↗ · 1248partners.com · 9139045500

$323.4MRegulatory AUM
3Advisory reps
4Employees
7Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

83
June 2024 — 1248 PARTNERS, LLC (KANSAS CITY, MO) is newly SEC-registered with $258.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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