3202 Tower Oaks Blvd
Suite 400
Rockville, Maryland 20852-4219
Tel: 301-770-6800
SPC FINANCIAL INC, formally registered with the SEC as SPC FINANCIAL INC. The firm was established in 11/30/1978. They have over 1 offices throughout the country.
SPC FINANCIAL INC is a Rockville, Maryland based Financial Planning firm with nearly $1,159,278,363 assets under management, offering retirement planning & investment advisory services to 3292 clients. The firm is staffed with 27 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104618 |
| SEC# | 801-14191 |
| Assets Managed by Firm | $1,159,278,363 |
| No. of Clients | 3292 |
| No. of Advisors | 27 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3292 | $1,159,278,363 |
| Individuals (other than high net worth individuals) | 945 | $140,555,478 |
| High net worth individuals | 1118 | $1,007,313,577 |
| Corporations or other businesses | 8 | $11,409,308 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,752,267,028,988 | 4696 | 3814 | |
| $193,065,874,997 | 68 | 114 | |
| $108,331,371,643 | 23317 | 657 | |
| $65,095,381,946 | 126 | 101 | |
| $37,701,864,167 | 516 | 254 |
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