Sparrows Financial

Overview

Sparrows Financial is an independent, privately owned limited liability company focused on fee-based portfolio management for individuals, families and small businesses. The firm operates under an individual-owner structure and emphasizes equity-oriented portfolios delivered through percentage-of-AUM fees. Its stated advisory activity centers on direct portfolio management rather than pension consulting, multi-state advisory programs, or ESG-focused strategies. Client types include both individual/family and institutional relationships, and the firm positions itself as a small, hands-on manager that concentrates on managing discretionary portfolios for a limited client roster.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices