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Building 2SPRINGER FINANCIAL ADVISORS

Map pinSACRAMENTO, CA
Phone916-925-8900
NotebookSEC #801-57201
Total AUM
$209.4M
Employees
4
Clients
435

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4480 DUCKHORN DRIVE
SACRAMENTO
CA 95834
United States
Operating Hours
8:00AM - 5:00 PM
Monday - Friday
Phone
916-925-8900

ReceiptFinancials

Total AUM
$209.4M
Accounts
804
Discretionary
$209.4M
Accounts
804
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
408
AUM
$112.2M
HNW Individual Clients
27
AUM
$97.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Pending Regulatory ProceedingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
CANV

HandshakeAffiliates

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

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