Spark Financials LLC
RIAState Registered
Total AUM
$3.2M
Discretionary
$3.2M
100% of AUM
Avg account
$178K
Accounts
18
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 316349
- Website
- spark-fin.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Spark Financials LLC is an independent, individual-owned limited liability company registered in California that provides fee-based planning and portfolio management to individual and family clients. The firm bills through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and focuses its advisory work on financial planning and portfolio management for individuals and small businesses. It does not present itself as a capital allocator, is not positioned as a multi-state adviser, and does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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