|
⚲
|
| SPG Advisors LLC
✚
| |
|---|---|
| CRD # | 284496 |
| SEC # | 801-118756 |
| CIK # | |
| AUM | $401.0 MM (2024-03-22) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 425-821-9442 |
| Address | 11411 NE 124th St Kirkland, WA 98034 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 509 | 193.0 |
| (b) Individuals (high net worth individuals) | 107 | 208.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,006 | 401.0 |
| By Discretionary | ||
| Discretionary | 1,982 | 393.4 |
| Non-Discretionary | 24 | 7.5 |
| Total | 2,006 | 401.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 401.0 | |
| Total | 2,006 | 401.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Parkview Ltd
✚
|
0.4 | |
|
Ryan Wealth Management Inc
✚
|
CA | 0.4 |
|
Adaptive Financial Consulting LLC
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|
OH | 0.4 |
|
Ifrah Financial Services Inc
✚
|
AR | 0.4 |
|
Harbor Advisory Corporation
✚
|
NH | 0.4 |
|
Cloud Capital LLC
✚
|
OK | 0.4 |
|
Savvy Advisors Inc
✚
|
NY | 0.4 |
|
Cypress Capital LLC
✚
|
TN | 0.4 |
|
Alta Wealth Advisors LLC
✚
|
MA | 0.4 |
|
Wealth Advisors of Iowa LLC
✚
|
IA | 0.4 |