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SPARTAN PLANNING GROUP
1931 New Garden Rd, Ste 220
Greensboro, North Carolina 27410
Tel: 800-371-1292
About SPARTAN PLANNING GROUP
SPARTAN PLANNING GROUP, formally registered with the SEC as SPARTAN PLANNING GROUP. The firm was established in 04/30/2020. They have over 1 offices throughout the country.
SPARTAN PLANNING GROUP is a Greensboro, North Carolina based Financial Planning firm with nearly $345,129,944 assets under management, offering retirement planning & investment advisory services to 962 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166599 |
| SEC# | 801-118622 |
| Assets Managed by Firm | $345,129,944 |
| No. of Clients | 962 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 962 | $345,129,944 |
| Individuals (other than high net worth individuals) | 131 | $47,175,243 |
| High net worth individuals | 86 | $274,214,311 |
| Pension and profit sharing plans | 13 | $23,740,390 |
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