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Trent H Leyda

SPIREPOINT PRIVATE CLIENT, LLC·VERO BEACH, Florida
Unclaimed Profile
830 AZALEA LANE, VERO BEACH, FL 32963CRD# 2234188Firm CRD# 327350
01

About

Trent H Leyda is a registered financial advisor based in VERO BEACH, Florida, affiliated with SPIREPOINT PRIVATE CLIENT, 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
SPIREPOINT PRIVATE CLIENT, LLC
SPIREPOINT PRIVATE CLIENT, LLC
AUM
$934M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at SPIREPOINT PRIVATE CLIENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2234188
Firm CRD# 327350
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Trent H Leyda offer?
Trent H Leyda specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VERO BEACH, Florida for a consultation.
What are Trent H Leyda's credentials?
Trent H Leyda is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Trent H Leyda located?
Trent H Leyda is based in VERO BEACH, Florida, working with SPIREPOINT PRIVATE CLIENT, LLC. Their office serves clients in the VERO BEACH metropolitan area and surrounding communities.
How does Trent H Leyda charge for services?
Trent H Leyda'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 SPIREPOINT PRIVATE CLIENT, LLC?
SPIREPOINT PRIVATE CLIENT, LLC has approximately 7 employees and manages $934M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SPIREPOINT PRIVATE CLIENT, LLC

Hakyung Kay Campione
VERO BEACH, FL
William Scott Turnbull
STUART, FL
James Andrew Beindorf
VERO BEACH, FL

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