Sprinkle Financial Consultants LLC is a large advisory firm based in Littleton. It manages $529.8 million of regulatory assets for 1,056 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, Colorado, and Texas.
Sprinkle Financial Consultants provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sprinkle Financial Consultants LLC is $529.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 468% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sprinkle Financial Consultants LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Sprinkle Financial Consultants is high net worth individuals with 110 clients and $497.07 million of assets under management. Among the 8 most similar advisory firms, Sprinkle Financial Consultants has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $529.8 million for 197 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Sprinkle Financial Consultants doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 30 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Sprinkle Financial Consultants LLC performs its advisory services is located at 1520 West Canal Court, Suite 220, Littleton, CO 80120, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-297-2185 or by fax 303-297-2187. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.