Spiritus Financial Planning
Spiritus Financial Planning (CRD# 141372) is a financial advisory firm headquartered in , . They manage $80,401,547 in 53 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Spiritus Financial Planning
By the Numbers
-
Total Assets Under Management80MILLION
-
Total Number of Accounts53ACCOUNTS
-
Average Account Value$1,517,010
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Spiritus Financial Planning
1
Mark Zaifman (CRD# 5203009) is an Investment Advisor Representative working at Spiritus Financial Planning in Fort Bragg, CA and has over 17 years of experience in the finance industry.
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