AdvisorOS Directory
Claim Profile
JS

James R. Spoor

SAGACE WEALTH MANAGEMENT, LLC·ST. PETERSBURG, Florida
Unclaimed Profile
877 EXECUTIVE CENTER DRIVE WEST, ST. PETERSBURG, FL 33702CRD# 7219090Firm CRD# 307212
01

About

James R. Spoor is a registered financial advisor based in ST. PETERSBURG, Florida, affiliated with SAGACE 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
SAGACE WEALTH MANAGEMENT, LLC
SAGACE WEALTH MANAGEMENT
AUM
$100M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SAGACE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7219090
Firm CRD# 307212
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ST. PETERSBURG?

Browse all registered financial advisors in ST. PETERSBURG, Florida or claim this profile if it's yours.

Browse ST. PETERSBURG AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James R. Spoor offer?
James R. Spoor specializes in Financial Planning, Investment Management. Contact their office in ST. PETERSBURG, Florida for a consultation.
What are James R. Spoor's credentials?
James R. Spoor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James R. Spoor located?
James R. Spoor is based in ST. PETERSBURG, Florida, working with SAGACE WEALTH MANAGEMENT, LLC. Their office serves clients in the ST. PETERSBURG metropolitan area and surrounding communities.
How does James R. Spoor charge for services?
James R. Spoor'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 SAGACE WEALTH MANAGEMENT, LLC?
SAGACE WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ST. PETERSBURG
Darian Woods Johnson — TCWP LLCDavid Jonathan Wages — MORGAN KEEGAN FUND MANAGEMENT, INC.Michael Glenn Willis — ONEFUND, LLCSteven Todd Johnson — ONEFUND, LLCRichard John Razook — RCH CAPITAL, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile