Sparrow Advisors, LLC

Overview

Sparrow Advisors, LLC is a privately held limited liability company that acts as a fee-based investment adviser and insurance broker. The firm provides financial planning and portfolio management for individuals, small businesses and institutional clients, and it also performs manager selection when using outside advisers. Sparrow bills through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and is identified as a capital allocator. The firm reports active consideration of environmental, social and governance factors in its investing. It is structured as an individually owned adviser and is not registered as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices