Spinnaker Financial Advisors, LLC
Spinnaker Financial Advisors, LLC is an SEC-registered ria with $41.9M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Spinnaker Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118885, data through 2012-05-18.
- AUM (assets under management / regulatory AUM)
- $41.9M (2012-05-18)
- Firm type
- Ria
- Employees
- 1
- CRD
- 118885
- Ownership
- CALL, JOSEPH, R
How much AUM does Spinnaker Financial Advisors, LLC have?
Spinnaker Financial Advisors, LLC reported $41.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2012-05-18).
Who owns Spinnaker Financial Advisors, LLC?
Disclosed owners and executives of Spinnaker Financial Advisors, LLC include CALL, JOSEPH, R. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.