Be advised. This firm is no longer registered.

Sp Asset Management LLC

Sp Asset Management LLC (CRD# 113178) is a financial advisory firm headquartered in Cupertino, CA. They manage $1,441,000,000 in 606 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
20380 Town Center Lane, Suite 205, Cupertino, CA 95014
http://www.spassetmanagement.net
By the Numbers
  • Total Assets Under Management
    1,441
    MILLION
  • Total Number of Accounts
    606
    ACCOUNTS
  • Average Account Value
    $2,377,888
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, TX

Financial Advisors at Sp Asset Management LLC
No Advisor Found.

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.

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