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SPARTA ASSET MANAGEMENT, LLC
SPARTA ASSET MANAGEMENT, LLC
ROSEMONT, Illinois
·
3 registered advisors
·
CRD# 144792
SEC# 801-68260
847-993-8100
01
Firm Overview
AUM
$117M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at SPARTA ASSET MANAGEMENT, LLC
3 registered advisors
Neal Allen Wilkinson
ROSEMONT, Illinois
CRD# 4033875
Ryan Patrick Carr
ROSEMONT, Illinois
CRD# 2281978
Susan Eileen Gurney
ROSEMONT, Illinois
CRD# 2665333
05
Office Locations
ROSEMONT, Illinois
3 advisors
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Data sourced from SEC Form ADV filings. SPARTA ASSET MANAGEMENT, LLC (CRD# 144792) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.