Wellspring Capital Group, Ltd.

RIASEC Registered
Total AUM
$6.9M
Discretionary
$6.9M
100% of AUM
Avg account
$108K
Accounts
64
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
152400
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals71.01%
  • HNWI28.99%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Wellspring Capital Group, Ltd. is a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure based on a percentage of assets under management (AUM). It caters to a client base that includes both individuals and families, emphasizing personalized investment strategies. While not classified as an ESG investor, Wellspring Capital Group is engaged in traditional investment avenues, managing portfolios that reflect the unique needs and goals of its clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 40%, Cash & Cash Equivalents 25%, US Government Bonds 20%, Exchange Traded Equities 10%, Investment Grade Corp Bonds 5%40%
  • Public Funds/Mutual Funds40%
  • Cash & Cash Equivalents25%
  • US Government Bonds20%
  • Exchange Traded Equities10%
  • Investment Grade Corp Bonds5%

Owners & executives

1 of 1
  • William Parsch

    CEO and Chief Investment OfficerCRD 1509119

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth