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Chad Patrick Michaels

SPYRNAL WEALTH MANAGEMENT, LLC·BOKEELIA, Florida
Unclaimed Profile
5524 AVENUE A, BOKEELIA, FL 33922CRD# 6307586Firm CRD# 299957
01

About

Chad Patrick Michaels is a registered financial advisor based in BOKEELIA, Florida, affiliated with SPYRNAL WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
SPYRNAL WEALTH MANAGEMENT, LLC
SPYRNAL FINANCIAL GROUP
AUM
$108M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SPYRNAL WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6307586
Firm CRD# 299957
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Chad Patrick Michaels offer?
Chad Patrick Michaels specializes in Financial Planning, Investment Management. Contact their office in BOKEELIA, Florida for a consultation.
What are Chad Patrick Michaels's credentials?
Chad Patrick Michaels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Patrick Michaels located?
Chad Patrick Michaels is based in BOKEELIA, Florida, working with SPYRNAL WEALTH MANAGEMENT, LLC. Their office serves clients in the BOKEELIA metropolitan area and surrounding communities.
How does Chad Patrick Michaels charge for services?
Chad Patrick Michaels's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPYRNAL WEALTH MANAGEMENT, LLC?
SPYRNAL WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
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Research
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