Spartan Planning Group
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 166599
- SEC number
- 801-118622
- Firm type
- RIA
- Assets under management
- $383.7M as of Mar 2, 2026
- Website
- www.spartanplanninggroup.com ↗
- Phone
- 800-371-1292
- Address
- 1931 New Garden Rd, Ste 220, Greensboro, NC, 27410
Advisors at this firm
3 in our index · page 1 of 1
-
David ChildsCRD 5145179 · Greensboro, NCIA Registered
-
Richard DexterCRD 7820173 · Greensboro, NCIA Registered
-
Ira N RossCRD 722300 · Greensboro, NCIA Registered
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 166599 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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