SPG ADVISORS LLC

11411 Ne 124th St
Suite 255
Kirkland, Washington 98034
Tel: 425-821-9442

About SPG ADVISORS LLC

SPG ADVISORS LLC, formally registered with the SEC as SPG ADVISORS LLC. The firm was established in 05/15/2020. They have over 1 offices throughout the country.

SPG ADVISORS LLC is a Kirkland, Washington based Financial Planning firm with nearly $400,952,514 assets under management, offering retirement planning & investment advisory services to 2006 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284496
SEC#	801-118756
Assets Managed by Firm	$400,952,514
No. of Clients	2006
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PROVIDER FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2006	$400,952,514
Individuals (other than high net worth individuals)	509	$192,963,045
High net worth individuals	107	$207,989,469

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