Spartan Capital Management, LLC is a large advisory firm based in West Chester. It manages $157.09 million of regulatory assets for 202 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Delaware, Florida, New Hampshire, and 5 other states.
Spartan Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Spartan Capital Management, LLC is $157.09 million. The firm's AUM has grown by 246% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Spartan Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Susan Lynn Bartels has been acting as President since 1 Feb 2004. David Megaw Robinson joined the executive team most recently as the Chairman/Member.
The principal office where Spartan Capital Management, LLC performs its advisory services is located at 501 West Street Road, West Chester, PA 19382 7212 The mailing address of the firm is 501 West Street Road, West Chester, PA 19382 7212. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-399-8201 or by fax 610-399-8202. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.spartancm.com.