Spari, Inc
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Overview
Spari, Inc operates as a financial advisory company headquartered in Denver, Colorado. Spari, Inc has a small group, including 1 financial advisor. Spari, Inc does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as tradable financial investments such as bonds, equities and options.
The firm's main office is at 1243 Elm Street, Denver, Colorado 80202. The company is legally registered to serve clients across a few states, including Colorado, Illinois and Kansas.
Editorial note: In some instances, firms are able to file as exempt reporting advisors with the SEC, meaning they file a shorter version of the Form ADV. As a result, this is all of the publicly available information for Spari, Inc. Please visit the SEC website for more information at https://www.sec.gov
Number of Advisors
Disclosures
Office Location
Spari, Inc by the Numbers
1
Products and Services
Services offered by Spari, Inc can include financial planning services and other services. However, it did not provide financial planning services to any of its clients in the last financial year. The firm does not sell products or offer services other than investment advisory services to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services vary depending on which service is offered. Fees charged by the firm typically consist of the following fee structure: fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
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Financial Advisors at Spari, Inc
Denver, CO
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