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Brittney Krongold

SPINNAKER INVESTMENT GROUP, LLC·NEWPORT BEACH, California
SIE, Series 7, Series 63Clean recordSPINNAKER INVESTMENT GROUP, LLC
4100 MACARTHUR BLVD., NEWPORT BEACH, CA 92660CRD# 6608197Firm CRD# 283414

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brittney Krongold · NEWPORT BEACH, CA
Registration
CRD #6608197 · SPINNAKER INVESTMENT GROUP, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SPINNAKER INVESTMENT GROUP, LLC
CRD 283414 · SEC 801-107671
AUM
$677M
Regulatory assets under management
Employees
10
2,196 client accounts
Services offered by SPINNAKER INVESTMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SPINNAKER INVESTMENT GROUP, LLC →
Introduction

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Frequently Asked Questions

What services does Brittney Krongold offer?
Brittney Krongold specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Brittney Krongold's credentials?
Brittney Krongold is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brittney Krongold located?
Brittney 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 Brittney Krongold charge for services?
Brittney 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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Other Advisors at SPINNAKER INVESTMENT GROUP, LLC

Morgan Robert Christen
NEWPORT BEACH, CA
CFPCFA
Andrew Lawrence Krongold
NEWPORT BEACH, CA
Joseph Muir Stapleton
NEWPORT BEACH, CA

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