Overview
Assets Under Management: $455 million
Headquarters: BRYN MAWR, PA
High-Net-Worth Clients: 40
Average Client Assets: $2.9 million
Frequently Asked Questions
SPOUTING ROCK ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150516), SPOUTING ROCK ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SPOUTING ROCK ASSET MANAGEMENT, LLC is headquartered in BRYN MAWR, PA.
SPOUTING ROCK ASSET MANAGEMENT, LLC serves 40 high-net-worth clients according to their SEC filing dated February 01, 2024. View client details ↓
According to their SEC Form ADV, SPOUTING ROCK ASSET MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
SPOUTING ROCK ASSET MANAGEMENT, LLC manages $455 million in client assets according to their SEC filing dated February 01, 2024.
According to their SEC Form ADV, SPOUTING ROCK ASSET MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.15%
Average Client Assets: $2.9 million
Total Client Accounts: 187
Discretionary Accounts: 179
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 150516
Filing ID: 1821496
Last Filing Date: 2024-02-01 13:00:00