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SPARTAN WEALTH MANAGEMENT
SPARTAN WEALTH MANAGEMENT
BINGHAM FARMS, Michigan
·
6 registered advisors
·
CRD# 331719
SEC# 801-131368
1
248-297-6600
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
21
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at SPARTAN WEALTH MANAGEMENT
6 registered advisors
Alexander Lee Wagner
BINGHAM FARMS, Michigan
CRD# 5859258
Anthony Mona
BINGHAM FARMS, Michigan
CRD# 3013527
Derek Peter Damian
BINGHAM FARMS, Michigan
CRD# 6177923
E. Brian Mosallam
BINGHAM FARMS, Michigan
CRD# 2838290
Joseph Andre Mansoor
BINGHAM FARMS, Michigan
CRD# 5765582
Steven Michael Nofar
BINGHAM FARMS, Michigan
CRD# 6380456
05
Office Locations
BINGHAM FARMS, Michigan
6 advisors
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Data sourced from SEC Form ADV filings. SPARTAN WEALTH MANAGEMENT (CRD# 331719) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.