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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-16-2024
- Office Locations
- 1
Office Locations
About Springlake Financial Partners
Springlake Financial Partners is an independent wealth management firm serving individuals and families, retirees, and business owners/corporate executives. The team takes an objective, unbiased, planning-first approach—building, implementing, and monitoring customized financial plans and aligning solutions across a client’s full financial picture. The firm supports client relationships through major custodians including Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BENNIE TRAVIS HOBSON
Chief Compliance Officer, Managing Member, Principal
- CRD
- #5825484
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Katie Jo'Anne Carpenter
--
- CRD
- #6913334
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,756,929 | $496,478 |
| Non-Discretionary | $0 | -- |
| Total | $104,756,929 | $496,478 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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