Sparrow Wealth Management
Sparrow Wealth Management (CRD# 152670) is a financial advisory firm headquartered in Orlando, FL. They manage $105,233,940 in 235 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management105MILLION
-
Total Number of Accounts235ACCOUNTS
-
Average Account Value$447,804
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, NV, PA, TX
Financial Advisors at Sparrow Wealth Management
1
Christopher Jones (CRD# 4549249) is an Investment Advisor Representative working at Sparrow Wealth Management in Orlando, FL and has over 24 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.