Sp Investments Management, LLC

Sp Investments Management, LLC (CRD# 157659) is a financial advisory firm headquartered in Menlo Park, CA. They manage $95,465,188 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $47,732,594
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)
  • Selection of other advisers (including private fund managers)
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 - 2 of 2 top financial advisors.
1
Steven A. Gold
CRD#: 2437718
101 Jefferson Drive, Suite 234, 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 18 years of experience in the finance industry.

2
Charles A. Christofilis
CRD#: 1518196
221 Pine Street, 5th Floor, San Francisco, CA 94104
93
Wealthminder
score

Charles Christofilis (CRD# 1518196) is an Investment Advisor Representative working at Sp Investments Management, LLC in San Francisco, CA and has over 18 years of experience in the finance industry.

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