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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