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SP INVESTMENTS MANAGEMENT, LLC
SP INVESTMENTS MANAGEMENT, LLC
SAN FRANCISCO, California
·
9 registered advisors
·
CRD# 157659
SEC# 801-76627
0
(800) 279-7754
01
Firm Overview
AUM
$9M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
03
Specialties
Retirement Planning
Fee-Only Advisory
04
Advisors at SP INVESTMENTS MANAGEMENT, LLC
9 registered advisors
Andrea Rose Cohen
SAN BRUNO, California
CRD# 6049815
Carol Leigh Foster
MENLO PARK, California
CRD# 2270214
Charles Anthony Christofilis
MENLO PARK, California
CRD# 1518196
Deborah Rachel Goldberg
MENLO PARK, California
CRD# 5652266
Jeffrey M Miller
MENLO PARK, California
CRD# 1792014
John Patrick Sweeney
SAN FRANCISCO, California
CRD# 7114327
Maureen Suzanne Downey
MENLO PARK, California
CRD# 2522475
Ryan James Stroub
MENLO PARK, California
CRD# 3098642
Vera Mumm
MENLO PARK, California
CRD# 6338774
05
Office Locations
MENLO PARK, California
7 advisors
SAN BRUNO, California
1 advisor
SAN FRANCISCO, California
1 advisor
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Data sourced from SEC Form ADV filings. SP INVESTMENTS MANAGEMENT, LLC (CRD# 157659) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.