SP ASSET MANAGEMENT LLC

20380 Town Center Lane
Ste 205
Cupertino, California 95014
Tel: 408-257-7711

About SP ASSET MANAGEMENT LLC

SP ASSET MANAGEMENT LLC, formally registered with the SEC as SP ASSET MANAGEMENT LLC. The firm was established in 10/06/2022. They have over 1 offices throughout the country.

SP ASSET MANAGEMENT LLC is a Cupertino, California based Financial Planning firm with nearly $1,389,577,962 assets under management, offering retirement planning & investment advisory services to 733 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323369
SEC#	801-126698
Assets Managed by Firm	$1,389,577,962
No. of Clients	733
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	733	$1,389,577,962
High net worth individuals	170	$1,343,171,232
Pension and profit sharing plans	Fewer than 5 clients	$1,254,739
Corporations or other businesses	7	$40,856,741

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