Unclaimed Profile

Tricia Christen

SPINNAKER INVESTMENT GROUP, LLC·NEWPORT BEACH, California

Clean recordSPINNAKER INVESTMENT GROUP, LLC

4100 MACARTHUR BLVD., NEWPORT BEACH, CA 92660CRD# 7238941Firm CRD# 283414

Profile Verification

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

Identity

Tricia Christen · NEWPORT BEACH, CA

Registration

CRD #7238941 · SPINNAKER INVESTMENT GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Tricia Christen 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

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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# 7238941

Firm CRD# 283414

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tricia Christen offer?

Tricia Christen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Tricia Christen's credentials?

Tricia Christen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tricia Christen located?

Tricia Christen 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 Tricia Christen charge for services?

Tricia Christen'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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