Spanish Peaks Capital Management

Spanish Peaks Capital Management (CRD# 160531) is a financial advisory firm headquartered in , . They manage $1,000,000 in 25 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $40,000
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, MT

Financial Advisors at Spanish Peaks Capital Management
Showing 1 - 2 of 2 top financial advisors.
1
Walker Bagby
CRD#: 1833652
Grosse Pointe Woods, MI
93
Wealthminder
score

Walker Bagby (CRD# 1833652) is an Investment Advisor Representative working at Spanish Peaks Capital Management in Grosse Pointe Woods, MI and has over 12 years of experience in the finance industry.

2
Daniel K. Phelps
CRD#: 5033909
Grosse Pointe Woods, MI
58
Wealthminder
score

Daniel Phelps (CRD# 5033909) is an Investment Advisor Representative working at Spanish Peaks Capital Management in Grosse Pointe Woods, MI and has over 11 years of experience in the finance industry.

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