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| Spurstone Advisory Services LLC
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|
|---|---|
| CRD # | 284158 |
| SEC # | 801-127573 |
| CIK # | |
| AUM | $100.8 MM (2023-03-02) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 860-264-1111 |
| Address | 12 Scovil Rd Higganum, CT 06441 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 24.6 |
| (b) Individuals (high net worth individuals) | 34 | 75.4 |
| (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 | 5 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 385 | 100.8 |
| By Discretionary | ||
| Discretionary | 385 | 100.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 385 | 100.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 100.8 | |
| Total | 385 | 100.8 |
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|---|---|---|
|
Carey Consulting Wealth Management Inc
✚
|
CA | 0.1 |
|
Infinity Wealth Counsel LLC
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OH | 0.1 |
|
Oxley Harry KEIR
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CA | 0.1 |
|
Cedar Spring Advisors LLC
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PA | 0.1 |
|
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CA | 0.1 |
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Wilkinson Wealth Management LLC
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AZ | 0.1 |
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NY | 0.1 |
|
Goodstein Wealth Management LLC
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CA | 0.1 |
|
Innova Advisors LLC
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FL | 0.1 |
|
Asset Planning Corporation
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|
FL | 0.1 |