Overview
Assets Under Management: $227 million
Headquarters: WINTER PARK, FL
High-Net-Worth Clients: 82
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.23
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 471
Discretionary Accounts: 471
Regulatory Filings
CRD Number: 147075
Last Filing Date: 2024-08-12 00:00:00
Website: https://sprakerwest.com