Sporl & Company
Firm details
- Headquarters
- ,
- CRD number
- 130785
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sporl & Company is a small corporate-structured advisory focused on portfolio management for individuals and small businesses. The firm serves individual and family clients and charges both a percentage-of-assets fee and can assess performance-based fees. Its operations are narrowly scoped: it is not a multi-state adviser, does not report active ESG investing, and is not identified as a pension consultant or related adviser. Owner control is listed as individual ownership, and SEC registration details are not provided in the source data.
Assets & Accounts
Investments & Alternatives
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
- US Government Bonds95%
- Cash & Cash Equivalents5%
Contacts
1 of 1Edward Sporl
PresidentCRD 826851
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Wrought Iron Financial LLC
RIACanal Fulton, OH
Bateman Capital Management, Inc.
RIALeavenworth, KS