Sp Asset Management LLC

Sp Asset Management LLC (CRD# 323369) is a financial advisory firm headquartered in Cupertino, CA. They manage $1,389,577,962 in 733 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
20380 Town Center Lane, Ste 205, Cupertino, CA 95014
https://www.spassetmanagement.net/
By the Numbers
  • Total Assets Under Management
    1,390
    MILLION
  • Total Number of Accounts
    733
    ACCOUNTS
  • Average Account Value
    $1,895,741
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY, TX

Financial Advisors at Sp Asset Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Sandeep Pandya, financial advisor Cupertino CA
Sandeep M. Pandya
CRD#: 2578444
20380 Town Center Lane, Ste 205, Cupertino, CA 95014

Sandeep Pandya (CRD# 2578444) is an Investment Advisor Representative working at Sp Asset Management LLC in Cupertino, CA and has 1 year of experience in the finance industry.

2
Rahul Sarin, financial advisor Cupertino CA
Rahul Sarin
CRD#: 7301567
20380 Town Center Lane, Ste 205, Cupertino, CA 95014

Rahul Sarin (CRD# 7301567) is an Investment Advisor Representative working at Sp Asset Management LLC in Cupertino, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals