Sp Investments Management, LLC

Sp Investments Management, LLC (CRD# 157659) is a financial advisory firm headquartered in Menlo Park, CA. They manage $88,805,422 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    89
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $44,402,711
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

CA

Financial Advisors at Sp Investments Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven A. Gold
CRD#: 2437718
1370 Willow Road, Floor 2, Menlo Park, CA 94025
96
Wealthminder
score

Steven Gold (CRD# 2437718) is an Investment Advisor Representative working at Sp Investments Management, LLC in Menlo Park, CA and has over 17 years of experience in the finance industry.

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