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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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