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Theodore Joseph Spinardi

SUMMIT WEALTH GROUP, LLC·TULSA, Oklahoma
Unclaimed Profile
9175 S YALE AVENUE, TULSA, OK 74137CRD# 2302532Firm CRD# 166118
01

About

Theodore Joseph Spinardi is a registered financial advisor based in TULSA, Oklahoma, affiliated with SUMMIT WEALTH GROUP, 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
SUMMIT WEALTH GROUP, LLC
SUMMIT WEALTH GROUP, LLC
AUM
$123M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SUMMIT WEALTH GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2302532
Firm CRD# 166118
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Theodore Joseph Spinardi offer?
Theodore Joseph Spinardi specializes in Financial Planning, Investment Management. Contact their office in TULSA, Oklahoma for a consultation.
What are Theodore Joseph Spinardi's credentials?
Theodore Joseph Spinardi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore Joseph Spinardi located?
Theodore Joseph Spinardi is based in TULSA, Oklahoma, working with SUMMIT WEALTH GROUP, LLC. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Theodore Joseph Spinardi charge for services?
Theodore Joseph Spinardi'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 SUMMIT WEALTH GROUP, LLC?
SUMMIT WEALTH GROUP, LLC has approximately 8 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oklahoma
OKLAHOMA CITY (232)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
OKLAHOMA CITY GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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