Unclaimed Profile

Anthony Mona

SPARTAN WEALTH MANAGEMENT·BINGHAM FARMS, Michigan

Clean recordSPARTAN WEALTH MANAGEMENT

32600 TELEGRAPH ROAD, BINGHAM FARMS, MI 48025CRD# 3013527Firm CRD# 331719

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anthony Mona · BINGHAM FARMS, MI

Registration

CRD #3013527 · SPARTAN WEALTH MANAGEMENT

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Anthony

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Anthony is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

SPARTAN WEALTH MANAGEMENT

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at SPARTAN WEALTH MANAGEMENT →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 3013527

Firm CRD# 331719

View on FINRA BrokerCheck →

Looking for a financial advisor in BINGHAM FARMS?

Browse all registered financial advisors in BINGHAM FARMS, Michigan or claim this profile if it's yours.

Browse BINGHAM FARMS Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →