The Spartan Group
Firm details
- Headquarters
- Pasadena, California
- CRD number
- 124430
- Registered since
- January 14, 2003
- Website
- www.spartangroup.io
Firm profile
FINTRXOverview
The Spartan Group is organized as a limited liability company and is held by an individual owner. Publicly provided descriptors classify the firm as "Unclassified." Available metadata indicates the firm does not act as a capital allocator and does not identify as an active ESG investor. It also does not report operating across multiple states, being newly formed, serving as a pension consultant, or being designated as a related adviser. The firm has not supplied detail on its client segments, fee schedule, specific business lines, or the advisory services it offers, so there is limited visibility into its target clients or service model from the source data.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Steven Thornton
FinOpCRD 4496384

Peter Morgan
Founding Partner & Managing DirectorCRD 1264882

Juan Mondragon
Managing DirectorCRD 2744207
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pasadena, CA
Los Angeles
Location
Pasadena, CA
Headquartered in Pasadena, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 16 N Marengo Ave
- Time zone
- PT (UTC-8)
- Office locations
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