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Paul Curtis Spitzer

ADVANCED PRACTICE ADVISORS, LLC·LA QUINTA, California
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78010 MAIN STREET, LA QUINTA, CA 92253CRD# 1814817Firm CRD# 154084
01

About

Paul Curtis Spitzer is a registered financial advisor based in LA QUINTA, California, affiliated with ADVANCED PRACTICE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ADVANCED PRACTICE ADVISORS, LLC
ADVANCED PRACTICE ADVISORS, LLC
AUM
$21M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ADVANCED PRACTICE ADVISORS, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1814817
Firm CRD# 154084
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Curtis Spitzer offer?
Paul Curtis Spitzer specializes in Investment Management, Fee-Only Advisory. Contact their office in LA QUINTA, California for a consultation.
What are Paul Curtis Spitzer's credentials?
Paul Curtis Spitzer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Curtis Spitzer located?
Paul Curtis Spitzer is based in LA QUINTA, California, working with ADVANCED PRACTICE ADVISORS, LLC. Their office serves clients in the LA QUINTA metropolitan area and surrounding communities.
How does Paul Curtis Spitzer charge for services?
Paul Curtis Spitzer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADVANCED PRACTICE ADVISORS, LLC?
ADVANCED PRACTICE ADVISORS, LLC has approximately 2 employees and manages $21M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LA QUINTA
Marybeth Brown — ADVANCED PRACTICE ADVISORS, LLC
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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