Overview
Assets Under Management: $105 million
High-Net-Worth Clients: 29
Average Client Assets: $3.2 million
Frequently Asked Questions
SPRINGLAKE FINANCIAL PARTNERS 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 #334134), SPRINGLAKE FINANCIAL PARTNERS is subject to fiduciary duty under federal law.
SPRINGLAKE FINANCIAL PARTNERS serves 29 high-net-worth clients according to their SEC filing dated April 17, 2026. View client details ↓
According to their SEC Form ADV, SPRINGLAKE FINANCIAL PARTNERS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SPRINGLAKE FINANCIAL PARTNERS manages $105 million in client assets according to their SEC filing dated April 17, 2026.
According to their SEC Form ADV, SPRINGLAKE FINANCIAL PARTNERS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.23%
Average Client Assets: $3.2 million
Total Client Accounts: 211
Discretionary Accounts: 211
Regulatory Filings
CRD Number: 334134
Filing ID: 2095799
Last Filing Date: 2026-04-17 08:49:14