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Building 2SPARK FINANCIAL ADVISORS

Map pinRICHMOND, VA
Phone804-451-1210
NotebookSEC #801-132555
Total AUM
$147.1M
Employees
7
Clients
164

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7130 GLEN FOREST DRIVE
SUITE 110
RICHMOND
VA 23226
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
804-451-1210
Other Offices
1

ReceiptFinancials

Total AUM
$147.1M
Accounts
624
Discretionary
$147.1M
Accounts
624
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
120
AUM
$50.5M
HNW Individual Clients
44
AUM
$96.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% OF ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
NCPATXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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