Kaspick & Company, LLC

Kaspick & Company, LLC (CRD# 104554) is a financial advisory firm headquartered in Redwood Shores, CA. They manage $5,709,311,882 in 5,752 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,709
    MILLION
  • Total Number of Accounts
    5,752
    ACCOUNTS
  • Average Account Value
    $992,579
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

AL, AZ, CA, CO, CT, DC, DE, GA, IL, IN, KS, MA, MD, ME, MN, MO, MS, NH, NV, NY, OH, OR, PA, TX, VA, VT, WA

Financial Advisors at Kaspick & Company, LLC
No Advisor Found.
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