Wellspring Capital Group, Ltd.
Firm details
- Headquarters
- ,
- CRD number
- 152400
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals71.01%
- HNWI28.99%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wellspring Capital Group, Ltd. is a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure based on a percentage of assets under management (AUM). It caters to a client base that includes both individuals and families, emphasizing personalized investment strategies. While not classified as an ESG investor, Wellspring Capital Group is engaged in traditional investment avenues, managing portfolios that reflect the unique needs and goals of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents25%
- US Government Bonds20%
- Exchange Traded Equities10%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1William Parsch
CEO and Chief Investment OfficerCRD 1509119
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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