Spring City Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 297361
- Website
- www.springcitypartners.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.98%
- Individuals24.02%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Spring City Partners, LLC is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm runs a fee model that combines a percentage of assets under management with fixed fees, and it positions publicly traded equities as the core building block of client portfolios. Spring City Partners does not present itself as a multi-state adviser or as an active ESG investor; its business model is oriented toward straightforward wealth management rather than pension consulting or capital allocation. Investment activity centers on exchange-traded securities for liquid core exposure, supplemented by third-party alternative funds where appropriate. The firm is structured as a limited liability company under individual ownership and manages portfolios directly for a concentrated client base.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities65%
- US Government Bonds18%
- Cash & Cash Equivalents15%
- Derivatives2%
Contacts
1 of 1William March
FounderCRD 6470234
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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