S
$1.3M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
24 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-10-2001
- Office Locations
- 1
Office Locations
-- SAN Anselmo CA
About Sporl & Company
Sporl & Company is a SAN Anselmo-based RIA. The firm has been operating for 24 years. Managing $1.3M in total assets under management, with 1 advisory representatives.
Team overview
76 AVG AGE
$1.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
Available
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Asset Classes
Available
Owner & Executives
E
EDWARD FREDRICK SPORL III
President
- CRD
- #826851
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,345,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,345,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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