4565 Lasalle Street
Suite 201
Mandeville, Louisiana 70471
Tel: 985-674-6722
SPINOSA WEALTH MANAGEMENT GROUP, formally registered with the SEC as SPINOSA WEALTH MANAGEMENT GROUP. The firm was established in 04/23/2021. They have over 1 offices throughout the country.
SPINOSA WEALTH MANAGEMENT GROUP is a Mandeville, Louisiana based Financial Planning firm with nearly $127,688,386 assets under management, offering retirement planning & investment advisory services to 269 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 170903 |
SEC# | 801-120889 |
Assets Managed by Firm | $127,688,386 |
No. of Clients | 269 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 269 | $127,688,386 |
Individuals (other than high net worth individuals) | 42 | $7,803,857 |
High net worth individuals | 91 | $118,574,175 |
Corporations or other businesses | 2 | $1,310,354 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$18,432,430,824 | 62249 | 570 | |
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,964,828,037 | 10 | 38 |
$2,952,693,844 | 5 | 31 | |
$2,535,697,292 | 7157 | 34 | |
$2,489,088,707 | 1855 | 12 |
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