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Lisa Marie Sponcil

ROBINSON, TIGUE, SPONCIL & ASSOCIATES, LLC·PHOENIX, Arizona
Unclaimed Profile
2425 E. CAMELBACK ROAD, PHOENIX, AZ 85016CRD# 4725521Firm CRD# 117676
01

About

Lisa Marie Sponcil is a registered financial advisor based in PHOENIX, Arizona, affiliated with ROBINSON, TIGUE, SPONCIL & ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ROBINSON, TIGUE, SPONCIL & ASSOCIATES, LLC
RTS PRIVATE WEALTH MANAGEMENT
AUM
$357M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ROBINSON, TIGUE, SPONCIL & ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4725521
Firm CRD# 117676
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa Marie Sponcil offer?
Lisa Marie Sponcil specializes in Financial Planning, Investment Management. Contact their office in PHOENIX, Arizona for a consultation.
What are Lisa Marie Sponcil's credentials?
Lisa Marie Sponcil is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Marie Sponcil located?
Lisa Marie Sponcil is based in PHOENIX, Arizona, working with ROBINSON, TIGUE, SPONCIL & ASSOCIATES, LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Lisa Marie Sponcil charge for services?
Lisa Marie Sponcil's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROBINSON, TIGUE, SPONCIL & ASSOCIATES, LLC?
ROBINSON, TIGUE, SPONCIL & ASSOCIATES, LLC has approximately 7 employees and manages $357M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ROBINSON, TIGUE, SPONCIL & ASSOCIATES, LLC

Jr. David Robinson
PHOENIX, AZ
Keith Michael Tigue
PHOENIX, AZ

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