← Back to searchVisit website
SPARTAN PLANNING GROUP
SPARTAN PLANNING & WEALTH MANAGEMENT, LLC
CRD 166599 · SEC 801-118622
1931 NEW GARDEN RD, STE 220, GREENSBORO, NC, 27410, United States
Phone
800-371-1292
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$383.7M
Discretionary AUM
$198.7M
Team
5 total employees; 4 advisory reps; 6 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $46.8M |
| High net worth individuals | 88 | $313.0M |
| Pension/profit sharing plans | 14 | $23.2M |
| Corporations/business entities | 3 | $661K |
States served
GA, NC
All web addresses on file
Official SEC filing: View on IAPD