Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > cupertino > SP ASSET MANAGEMENT LLC
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 |
More Retirement Planning firms in Cupertino, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Cupertino, California