Springhouse Financial, LLC
RIASEC Registered
Total AUM
$17M
Discretionary
$17M
100% of AUM
Avg account
$370K
Accounts
46
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 167145
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI58.74%
- Individuals41.26%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Springhouse Financial, LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm provides discretionary portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management. It does not present itself as a multi-state adviser, is not identified as an active ESG investor, and is not structured as a capital allocator or pension consultant.
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 Equities76%
- Cash & Cash Equivalents21%
- Public Funds/Mutual Funds3%
Contacts
1 of 1Kevin Carrico
MemberCRD 6177806
Wealth 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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