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Anthony Mona

SPARTAN WEALTH MANAGEMENT·BINGHAM FARMS, Michigan
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32600 TELEGRAPH ROAD, BINGHAM FARMS, MI 48025CRD# 3013527Firm CRD# 331719
01

About

Anthony Mona is a registered financial advisor based in BINGHAM FARMS, Michigan, affiliated with SPARTAN WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SPARTAN WEALTH MANAGEMENT
AUM
—
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at SPARTAN WEALTH MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3013527
Firm CRD# 331719
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anthony Mona offer?
Anthony Mona specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BINGHAM FARMS, Michigan for a consultation.
What are Anthony Mona's credentials?
Anthony Mona is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Mona located?
Anthony Mona is based in BINGHAM FARMS, Michigan, working with SPARTAN WEALTH MANAGEMENT. Their office serves clients in the BINGHAM FARMS metropolitan area and surrounding communities.
How does Anthony Mona charge for services?
Anthony Mona's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPARTAN WEALTH MANAGEMENT?
SPARTAN WEALTH MANAGEMENT has approximately 21 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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