The Spartan Group
Firm details
- Headquarters
- Pasadena, California
- CRD number
- 124430
- Registered since
- January 14, 2003
- Website
- www.spartangroup.io
Firm profile
FINTRXOverview
The Spartan Group is organized as a limited liability company and appears on the SEC adviser register with an initial registration year of 2003. Ownership is held by an individual rather than a corporate or institutional owner. Publicly visible classification for the firm is listed as "unclassified," and the firm is not identified as a capital allocator. Available data shows The Spartan Group does not self-identify as an active ESG investor, is not a multistate adviser, is not newly formed, and does not position itself as a pension consultant or related adviser. The firm has not supplied information about its client mix, fee schedule, core business activities or advisory services, so there is no disclosed detail on the types of clients served or the investment strategies employed.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Juan Mondragon
Managing DirectorCRD 2744207

Alexander Pompetzki
AssociateCRD 7170275

John Johnson
Founding Partner & Managing DirectorCRD 3167704
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pasadena, CA
Los Angeles
Location
Pasadena, CA
Headquartered in Pasadena, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 16 N Marengo Ave
- Time zone
- PT (UTC-8)
- Office locations
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