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James Sprout & Associates Inc (Fort Collins)


James Sprout & Associates Inc is a large advisory firm based in Fort Collins. It manages $80 million of regulatory assets for 137 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.

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James Sprout & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

James Sprout & Associates: assets under management

The assets under management (AUM) of James Sprout & Associates Inc is $80 million. The firm's AUM has grown by 100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $65 million in discretionary accounts and $15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $500 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.14 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay James Sprout & Associates Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fort Collins

The principal office where James Sprout & Associates Inc performs its advisory services is located at 318 Canyon Avenue, Fort Collins, CO 80521, 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 970-484-9222 or by fax 970-416-9321. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.jimsprout.com.


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