Speiro Investments, LLC
Speiro Investments, LLC (CRD# 171407) is a financial advisory firm headquartered in Lakeside, CA. They manage $30,228,205 in 46 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management30MILLION
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Total Number of Accounts46ACCOUNTS
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Average Account Value$657,135
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Speiro Investments, LLC
1
Sean Bradford (CRD# 5175601) is an Investment Advisor Representative working at Speiro Investments, LLC in Lakeside, CA and has over 17 years of experience in the finance industry.
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