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SPI STRATEGIES, LLC
SPI STRATEGIES, LLC
OAKLAND, California
·
3 registered advisors
·
CRD# 130295
SEC# 801-112085
0
510-208-6100
01
Firm Overview
AUM
$3M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at SPI STRATEGIES, LLC
3 registered advisors
Carlton N Martin
OAKLAND, California
CRD# 1817305
Eric Van Standifer
OAKLAND, California
CRD# 1025776
Steven Singleton
OAKLAND, California
CRD# 2269750
05
Office Locations
OAKLAND, California
3 advisors
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Data sourced from SEC Form ADV filings. SPI STRATEGIES, LLC (CRD# 130295) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.