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Sparrow Wealth Management

Sparrow Wealth Management

Investment Management, Alta Dr Ste 125, Orlando, , 89145, Florida, 10080, United States, 1-10 Employees

sparrowwealth.com

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Who is SPARROW WEALTH MANAGEMENT

Sparrow Wealth Management provides low-cost investment management and fee-only financial planning services. Based in Lake Nona, Florida, we harness the flexibility of virtual and remote t...

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  • 10080 Alta Dr Ste 125, Orlando, Florida, 89145, United States Headquarters: 10080 Alta Dr Ste 125, Orlando, Florida, 89145, United States
  • 2001 Date Founded: 2001
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6282

checked-icon Does something look wrong? Fix it. | View contact records from SPARROW WEALTH MANAGEMENT

Sparrow Wealth Management Org Chart and Mapping

Employees
Christopher Jones

Christopher Jones

Founder, President

Jessica Ha

Jessica Ha

Executive Assistant

Nazneen Chughtai

Nazneen Chughtai

Client Services Manager

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Frequently Asked Questions Regarding Sparrow Wealth Management

Answer: Sparrow Wealth Management's headquarters are located at Alta Dr Ste 125, Orlando, , 89145, Florida, 10080, United States

Answer: Sparrow Wealth Management's phone number is +18*********

Answer: Sparrow Wealth Management's official website is https://sparrowwealth.com

Answer: Sparrow Wealth Management's revenue is Under $1 Million

Answer: Sparrow Wealth Management's SIC: 6282

Answer: Sparrow Wealth Management has 1-10 employees

Answer: Sparrow Wealth Management is in Investment Management

Answer: Sparrow Wealth Management contact info: Phone number: +18********* Website: https://sparrowwealth.com

Answer: Sparrow Wealth Management provides low-cost investment management and fee-only financial planning services. Based in Lake Nona, Florida, we harness the flexibility of virtual and remote technology to serve a diverse set of clients nationwide. Our mission is to help you find freedom and peace in your financial life. Working with a fee-only financial advisor helps you avoid the conflicts of interest that are so common with commission and fee-based advisors. We do not accept compensation or financial incentives that may bias our recommendations. We act as a trusted fiduciary by putting your best interests first. While Sparrow Wealth Management has no minimum account size for investments, we usually work with client households with $2 million in assets under management or more. For prospective clients, we offer a complimentary "Discovery Meeting" by appointment only.

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