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SPP MANAGEMENT SERVICES, LLC
300 South Tryon Street
Suite 1210
Charlotte, North Carolina 28202
Tel: 704-654-3400
About SPP MANAGEMENT SERVICES, LLC
SPP MANAGEMENT SERVICES, LLC, formally registered with the SEC as SPP MANAGEMENT SERVICES, LLC. The firm was established in 07/19/2016. They have over 1 offices throughout the country.
SPP MANAGEMENT SERVICES, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $503,834,000 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164078 |
| SEC# | 801-108102 |
| Assets Managed by Firm | $503,834,000 |
| No. of Clients | 9 |
| No. of Advisors | 20 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9 | $503,834,000 |
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