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Andrew Lawrence Krongold

SPINNAKER INVESTMENT GROUP, LLC·NEWPORT BEACH, California
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4100 MACARTHUR BLVD., NEWPORT BEACH, CA 92660CRD# 6094017Firm CRD# 283414
01

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.

02

Focus Areas

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

Firm Overview

Firm
SPINNAKER INVESTMENT GROUP, LLC
SPINNAKER INVESTMENT GROUP, LLC
AUM
$677M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at SPINNAKER INVESTMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6094017
Firm CRD# 283414
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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