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Building 2SPARROW WEALTH MANAGEMENT

Map pinORLANDO, FL
Phone(877) 330-9191
NotebookSEC #801-132084
Total AUM
$135.2M
Employees
1
Clients
64

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6900 TAVISTOCK LAKES BLVD
SUITE 400
ORLANDO
FL 32827
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(877) 330-9191
Other Offices
1

ReceiptFinancials

Total AUM
$135.2M
Accounts
224
Discretionary
$135.2M
Accounts
224
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
12
AUM
$6.3M
HNW Individual Clients
52
AUM
$128.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNVPATX

HandshakeAffiliates

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

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