SP ASSET MANAGEMENT LLC

CUPERTINO, California·2 registered advisors·CRD# 323369
SEC# 801-1266980408-257-7711
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningFee-Only Advisory
04

Advisors at SP ASSET MANAGEMENT LLC

2 registered advisors
Parul Pandya
CUPERTINO, California
Sandeep Pandya
CUPERTINO, California
05

Office Locations

CUPERTINO, California
2 advisors

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Data sourced from SEC Form ADV filings. SP ASSET MANAGEMENT LLC (CRD# 323369) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.