SPG ADVISORS LLC

KIRKLAND, Washington·3 registered advisors·CRD# 284496
SEC# 801-1187560425-821-9442
01

Firm Overview

AUM
$401M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PROVIDER FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SPG ADVISORS LLC

3 registered advisors
David T Lyons
KIRKLAND, Washington
Justin Richard Lohman
KIRKLAND, Washington
Katherine Ann Stryzewski
KIRKLAND, Washington
05

Office Locations

KIRKLAND, Washington
3 advisors

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Data sourced from SEC Form ADV filings. SPG ADVISORS LLC (CRD# 284496) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.