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 a small, individually owned advisory firm organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm bills clients as a percentage of assets under management and reports a client base made up of individual and family clients. Springhouse does not identify itself as an active ESG investor, is not registered as a multistate adviser, and does not list pension consulting or related-adviser activities in its public filing.
Assets & Accounts
Public Holdings
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
- 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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