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Home > Retirement Planners > california > newport beach > SPINNAKER INVESTMENT GROUP, LLC
SPINNAKER INVESTMENT GROUP, LLC
4100 Macarthur Blvd.
Suite 120
Newport Beach, California 92660
Tel: (949) 396-6700
About SPINNAKER INVESTMENT GROUP, LLC
SPINNAKER INVESTMENT GROUP, LLC, formally registered with the SEC as SPINNAKER INVESTMENT GROUP, LLC. The firm was established in 04/15/2016. They have over 1 offices throughout the country.
SPINNAKER INVESTMENT GROUP, LLC is a Newport Beach, California based Financial Planning firm with nearly $676,776,889 assets under management, offering retirement planning & investment advisory services to 2196 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283414 |
| SEC# | 801-107671 |
| Assets Managed by Firm | $676,776,889 |
| No. of Clients | 2196 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2196 | $676,776,889 |
| Individuals (other than high net worth individuals) | 734 | $159,597,596 |
| High net worth individuals | 197 | $429,438,348 |
| Pension and profit sharing plans | 8 | $23,062,663 |
| Charitable organizations | 5 | $4,595,509 |
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