Spinnaker Investment Group LLC

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Assets, Funds, Holdings

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Spinnaker Investment Group LLC
CRD #283414
SEC #801-107671
CIK #
AUM $292.0 MM (90% Disc, 100% US)
Employees7 (71% Investors, 43% Brokers)
Phone949-396-6700
Address4100 Macarthur Blvd
Newport Beach, CA 92660
Source IAPDexternal Websiteexternal LinkedInexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
MMM 119,250.0 137.1
IEFA 61.5
XLK 58.3
DDWM 49.6
XLF 38.3
XLV 34.6
XLY 21.8
XLI 19.5
NEAR 18.9
XLP 16.5
View All
Holdings by Sector ($BB)
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