SPINNAKER FINANCIAL ADVISORS, LLC

IDAHO FALLS, Idaho·1 registered advisor·CRD# 118885
SEC# 801-67857208-542-0742
01

Firm Overview

AUM
$42M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Other: FIXED AND HOURLY FEES FOR FINANCIAL PLANNING
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SPINNAKER FINANCIAL ADVISORS, LLC

1 registered advisor
Joseph R Call
IDAHO FALLS, Idaho
05

Office Locations

IDAHO FALLS, Idaho
1 advisor

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Data sourced from SEC Form ADV filings. SPINNAKER FINANCIAL ADVISORS, LLC (CRD# 118885) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.