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 has been SEC-registered since 2003. Ownership is indicated as individual rather than institutional or corporate, and the firm is categorized as "Unclassified" in the provided dataset. The firm is not identified as a capital allocator and is not listed as an active ESG investor. It also is not flagged as a multi-state adviser, a pension consultant, or part of a related-adviser structure. The dataset does not include descriptions of target client segments, fee arrangements, or the specific advisory services the firm provides.
Assets & Accounts
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
Contacts
3 of 5
Steven Thornton
PresidentCRD 4496384

Peter Morgan
Founding Partner & Managing DirectorCRD 1264882

Juan Mondragon
Managing DirectorCRD 2744207
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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