Spartan Planning Group, NC — Investment Adviser | BuildTrust

Active

SPARTAN PLANNING GROUP

Investment AdviceGREENSBORO, NC

Assets Under Management

$345.1M

Total AUM

Donut chart: Discretionary 167.2M, Non-Discretionary 177.9M
Category	Value
Discretionary	167.2M
Non-Discretionary	177.9M

Adviser Information

Field	Value
CRD Number	166599
SEC Number	801-118622
Street Address	1931 NEW GARDEN RD, STE 220
Location	GREENSBORO, NC 27410
Country	United States
Phone	800-371-1292
Total Employees	5

Client Count by Type (230 Total)

Horizontal bar chart: Individuals (other than H… 131, High Net Worth Individual… 86, Pension/Profit Sharing Pl… 13
Category	Value
Individuals (other than H…	131
High Net Worth Individual…	86
Pension/Profit Sharing Pl…	13