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Andrew Gregg Shpiz

BANDERA PARTNERS MANAGEMENT LLC·NEW YORK, New York
Clean recordBANDERA PARTNERS MANAGEMENT LLC
50 BROAD STREET, NEW YORK, NY 10004-2358CRD# 2206754Firm CRD# 161230

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Gregg Shpiz · NEW YORK, NY
Registration
CRD #2206754 · BANDERA PARTNERS MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Andrew Gregg Shpiz is a registered financial advisor based in NEW YORK, New York, affiliated with BANDERA PARTNERS MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
BANDERA PARTNERS LLC
BANDERA PARTNERS
AUM
$372M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BANDERA PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2206754
Firm CRD# 161230
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew Gregg Shpiz offer?
Andrew Gregg Shpiz specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Andrew Gregg Shpiz's credentials?
Andrew Gregg Shpiz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Gregg Shpiz located?
Andrew Gregg Shpiz is based in NEW YORK, New York, working with BANDERA PARTNERS MANAGEMENT LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Andrew Gregg Shpiz charge for services?
Andrew Gregg Shpiz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BANDERA PARTNERS MANAGEMENT LLC?
BANDERA PARTNERS MANAGEMENT LLC has approximately 6 employees and manages $372M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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