Overview

Assets Under Management: $269 million
Headquarters: BUCYRUS, OH
High-Net-Worth Clients: 3
Average Client Assets: $47 million

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.86
Average High-Net-Worth Client Assets: $47 million
Total Client Accounts: 1,650
Discretionary Accounts: 1,650

Regulatory Filings

CRD Number: 119902
Filing ID: 1955235
Last Filing Date: 2025-03-24 15:35:00
Website: https://sprengcapital.com