CRD: 285738
Sprincz Advisory Group, LLC
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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-26-2017
- Office Locations
- 1
Office Locations
About Sprincz Advisory Group, LLC
Sprincz Advisory Group (Sprincz Financial Group) is a Littleton, CO RIA focused on retirement planning for individuals and couples, tailoring portfolio and risk decisions to clients’ timing and tolerance. The firm also supports estate and tax planning discussions, insurance/annuity evaluations, and charitable strategies. Client accounts are custodied through Charles Schwab and Altruist.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
KEITH STEVEN SPRINCZ
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #1075215
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,450,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,450,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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