SPERO-SMITH INVESTMENT ADVISERS, INC.

CLEVELAND, Ohio·6 registered advisors·CRD# 105428
SEC# 801-20893216-464-6266
01

Firm Overview

AUM
$810M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SPERO-SMITH INVESTMENT ADVISERS, INC.

6 registered advisors
Erica Marie Aber
CLEVELAND, Ohio
Jeffrey Neal Malbasa
CLEVELAND, Ohio
Mary Emily Lord
CLEVELAND, Ohio
Matthew S. Olver
CLEVELAND, Ohio
Robert Charles Smith
CLEVELAND, Ohio
Stephen Allen Malbasa
CLEVELAND, Ohio
05

Office Locations

CLEVELAND, Ohio
6 advisors

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Data sourced from SEC Form ADV filings. SPERO-SMITH INVESTMENT ADVISERS, INC. (CRD# 105428) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.