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Charles Anthony Christofilis

SP INVESTMENTS MANAGEMENT, LLC·MENLO PARK, California
SP INVESTMENTS MANAGEMENT, LLC
101 JEFFERSON DRIVE, MENLO PARK, CA 94025CRD# 1518196Firm CRD# 157659

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Anthony Christofilis · MENLO PARK, CA
Registration
CRD #1518196 · SP INVESTMENTS MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Charles Anthony Christofilis is a registered financial advisor based in MENLO PARK, California, affiliated with SP INVESTMENTS MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SP INVESTMENTS MANAGEMENT, LLC
SP INVESTMENTS MANAGEMENT, LLC
AUM
$9M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SP INVESTMENTS MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1518196
Firm CRD# 157659
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Anthony Christofilis offer?
Charles Anthony Christofilis specializes in Retirement Planning, Fee-Only Advisory. Contact their office in MENLO PARK, California for a consultation.
What are Charles Anthony Christofilis's credentials?
Charles Anthony Christofilis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Anthony Christofilis located?
Charles Anthony Christofilis is based in MENLO PARK, California, working with SP INVESTMENTS MANAGEMENT, LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Charles Anthony Christofilis charge for services?
Charles Anthony Christofilis'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 SP INVESTMENTS MANAGEMENT, LLC?
SP INVESTMENTS MANAGEMENT, LLC has approximately 1 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SP INVESTMENTS MANAGEMENT, LLC

John Patrick Sweeney
SAN FRANCISCO, CA
Deborah Rachel Goldberg
MENLO PARK, CA
Jeffrey M Miller
MENLO PARK, CA
Carol Leigh Foster
MENLO PARK, CA
Maureen Suzanne Downey
MENLO PARK, CA
Ryan James Stroub
MENLO PARK, CA

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Research
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