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Joseph Muir Stapleton

SPINNAKER INVESTMENT GROUP, LLC·NEWPORT BEACH, California
Unclaimed Profile
4100 MACARTHUR BLVD., NEWPORT BEACH, CA 92660CRD# 5617995Firm CRD# 283414
01

About

Joseph Muir Stapleton 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# 5617995
Firm CRD# 283414
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Muir Stapleton offer?
Joseph Muir Stapleton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Joseph Muir Stapleton's credentials?
Joseph Muir Stapleton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Muir Stapleton located?
Joseph Muir Stapleton 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 Joseph Muir Stapleton charge for services?
Joseph Muir Stapleton'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
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