Unclaimed Profile

Andrew Lawrence Krongold

SPINNAKER INVESTMENT GROUP, LLC·NEWPORT BEACH, California

Clean recordSPINNAKER INVESTMENT GROUP, LLC

4100 MACARTHUR BLVD., NEWPORT BEACH, CA 92660CRD# 6094017Firm CRD# 283414

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Lawrence Krongold · NEWPORT BEACH, CA

Registration

CRD #6094017 · SPINNAKER INVESTMENT GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Andrew Lawrence Krongold is a registered financial advisor based in NEWPORT BEACH, California, affiliated with SPINNAKER INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Andrew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Andrew is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

SPINNAKER INVESTMENT GROUP, LLC

AUM

$677M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SPINNAKER INVESTMENT GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6094017

Firm CRD# 283414

View on FINRA BrokerCheck →

Looking for a financial advisor in NEWPORT BEACH?

Browse all registered financial advisors in NEWPORT BEACH, California or claim this profile if it's yours.

Browse NEWPORT BEACH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Andrew Lawrence Krongold offer?

Andrew Lawrence Krongold specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Andrew Lawrence Krongold's credentials?

Andrew Lawrence Krongold is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Lawrence Krongold located?

Andrew Lawrence Krongold is based in NEWPORT BEACH, California, working with SPINNAKER INVESTMENT GROUP, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Andrew Lawrence Krongold charge for services?

Andrew Lawrence Krongold's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SPINNAKER INVESTMENT GROUP, LLC?

SPINNAKER INVESTMENT GROUP, LLC has approximately 10 employees and manages $677M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →