SPRINCZ ADVISORY GROUP, LLC

Overview

Sprincz Advisory Group, LLC is an independent, individual-owned RIA organized as an LLC that serves primarily individual and family clients. The firm functions as a capital allocator and combines financial planning with portfolio management for individuals and small businesses. Its advisory services include selecting third-party managers and delivering educational seminars and workshops. The firm also operates as an insurance broker and charges fees using a mix of percentage-of-AUM, hourly, fixed-fee and other arrangements. Sprincz does not position itself as an ESG-focused adviser and is not registered as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives