Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > amarillo > SPRING CAPITAL MANAGEMENT
SPRING CAPITAL MANAGEMENT
600 S. Tyler
Suite 1515
Amarillo, Texas 79101
Tel: 806-322-5000
About SPRING CAPITAL MANAGEMENT
SPRING CAPITAL MANAGEMENT, formally registered with the SEC as SPRING CAPITAL MANAGEMENT. The firm was established in 10/23/2020. They have over 3 offices throughout the country.
SPRING CAPITAL MANAGEMENT is a Amarillo, Texas based Financial Planning firm with nearly $214,379,993 assets under management, offering retirement planning & investment advisory services to 303 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282842 |
| SEC# | 801-119676 |
| Assets Managed by Firm | $214,379,993 |
| No. of Clients | 303 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 303 | $214,379,993 |
| Individuals (other than high net worth individuals) | 53 | $1,091,088 |
| High net worth individuals | 76 | $191,014,878 |
| Charitable organizations | Fewer than 5 clients | $3,637,912 |
| Corporations or other businesses | 7 | $18,636,115 |
More Retirement Planning firms in Amarillo, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in Amarillo, Texas