Spinnaker Financial Advisors, LLC
Spinnaker Financial Advisors, LLC (CRD# 118885) is a financial advisory firm headquartered in Idaho Falls, ID. They manage $80,069,687 in 259 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management80MILLION
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Total Number of Accounts259ACCOUNTS
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Average Account Value$309,149
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ID, TX, UT
Financial Advisors at Spinnaker Financial Advisors, LLC
1
Alan Campbell (CRD# 5128930) is an Investment Advisor Representative working at Spinnaker Financial Advisors, LLC in Idaho Falls, ID and has over 18 years of experience in the finance industry.
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