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SPINNAKER INVESTMENT GROUP, LLC
SPINNAKER INVESTMENT GROUP, LLC
NEWPORT BEACH, California
·
6 registered advisors
·
CRD# 283414
SEC# 801-107671
0
(949) 396-6700
01
Firm Overview
AUM
$677M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SPINNAKER INVESTMENT GROUP, LLC
6 registered advisors
Andrew Lawrence Krongold
NEWPORT BEACH, California
CRD# 6094017
Brittney Krongold
NEWPORT BEACH, California
CRD# 6608197
Joseph Muir Stapleton
NEWPORT BEACH, California
CRD# 5617995
Morgan Robert Christen
NEWPORT BEACH, California
CRD# 2395180
Sarah Stapleton
NEWPORT BEACH, California
CRD# 7238948
Tricia Christen
NEWPORT BEACH, California
CRD# 7238941
05
Office Locations
NEWPORT BEACH, California
6 advisors
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Data sourced from SEC Form ADV filings. SPINNAKER INVESTMENT GROUP, LLC (CRD# 283414) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.