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- Custodian
- Interactive Brokers ยท Janney
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-16-2018
- Office Locations
- 1
Office Locations
About Spring City Partners, LLC
Spring City Partners, LLC is a fee-only advisory and financial planning firm providing investment management alongside financial, retirement, estate, and insurance planning. Led by an advisor with Wall Street and small-business experience, SCP coordinates with a partner network (tax, legal, insurance, and real estate) to address complex decisions. Portfolios primarily use ETFs with U.S. government/agency bonds, custodied at Interactive Brokers.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
WILLIAM D MARCH III
Chief Compliance Officer, Managing Member, Partner
- CRD
- #6470234
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,990,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,990,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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