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Senior Advisor · Spartan Planning Group

Ira N Ross

CRD 722300 · Named on Form ADV at one SEC-registered adviser

At a glance

Spartan Planning Group, an SEC-registered wealth manager based in Greensboro, NC with $384 million in regulatory assets, lists Ira N Ross on its Form ADV as Senior Advisor.

Firms and roles

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Ira’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ira’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.