SPARTAN PLANNING & WEALTH MANAGEMENT, LLC

SPARTAN PLANNING GROUP
GREENSBORO, North Carolina·7 registered advisors·CRD# 166599
SEC# 801-1186220800-371-1292
01

Firm Overview

AUM
$280M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SPARTAN PLANNING & WEALTH MANAGEMENT, LLC

7 registered advisors
Blaise Stevens
GREENSBORO, North Carolina
Brandon Scott Langley
GREENSBORO, North Carolina
David Childs
GREENSBORO, North Carolina
David Lee Lillard
GREENSBORO, North Carolina
Eric J Warren
GREENSBORO, North Carolina
Ira N Ross
GREENSBORO, North Carolina
Jonathan David Robinson
GREENSBORO, North Carolina
05

Office Locations

GREENSBORO, North Carolina
7 advisors

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Data sourced from SEC Form ADV filings. SPARTAN PLANNING & WEALTH MANAGEMENT, LLC (CRD# 166599) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.