Spence Asset Management

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CAFR Data
Spence Asset Management
CRD #106802
SEC #801-43661
CIK #899763, 1729269
AUM $236.0 MM (92% Disc, 100% US)
Employees7 (86% Investors, 0% Brokers)
Phone575-556-8500
Address3529 Foothills Road
Las Cruces, NM 88011
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
240192144964802000200620132020
Sector Holding Cap ($MM) Value ($MM)
V341,210.015.3
MA250,210.013.2
GOOG817,370.09.9
ISRG62,160.09.6
MSFT865,660.07.8
IT12,930.07.5
MDB5,610.06.9
TYL7,740.06.6
SPLK18,590.06.4
IDXX17,610.06.3
View All
Holdings by Sector ($)
0.20.20.10.10.00.02016201720182020
Comparable Firms State AUM ($BB)
Martin Financial Group LLC
IN 0.2
Castle Asset Management LLC
NY 0.2
Halderman Real Asset Management LLC
IN 0.2
Brendel & Fisher Wealth Management LLC
NH 0.2
Resource Partners LLC
NC 0.2
Horizon Advisors LLC
TX 0.2
Old North State Trust LLC
NC 0.2
Conservative Wealth Management LLC
CA 0.2
Silver Oak Advisory Group Inc
OR 0.2
BURR Oak Group Inc
MN 0.2
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