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Building 2SPARTAN PLANNING GROUP

Map pinGREENSBORO, NC
Phone800-371-1292
NotebookSEC #801-118622
Total AUM
$383.7M
Employees
5
Clients
213

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1931 NEW GARDEN RD, STE 220
GREENSBORO
NC 27410
United States
Operating Hours
BY APPT ONLY
BY APPT ONLY
Phone
800-371-1292

ReceiptFinancials

Total AUM
$383.7M
Accounts
1,006
Discretionary
$198.7M
Accounts
680
Non-Discretionary
$185M
Accounts
326

ContactClients

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Individual Clients
108
AUM
$46.8M
HNW Individual Clients
88
AUM
$313M
Pension/Profit Sharing Plan Clients
14
AUM
$23.2M
Corporation or Business Clients
3
AUM
$660.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GANC

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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