Spd Group LLP

Spd Group LLP (CRD# 170376) is a financial advisory firm headquartered in Huntersville, NC. They manage $1,500,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $1,500,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

NC

Financial Advisors at Spd Group LLP
Showing 1 - 2 of 2 top financial advisors.
1
Daniel S. Venegoni
CRD#: 5116694
9911 Rose Commons Dr, Suite E122, Huntersville, NC 28078
93
Wealthminder
score

Daniel Venegoni (CRD# 5116694) is an Investment Advisor Representative working at Spd Group LLP in Huntersville, NC and has over 10 years of experience in the finance industry.

2
Trina R. Wahle
CRD#: 5686614
9911 Rose Commons Dr, Suite E122, Huntersville, NC 28078
88
Wealthminder
score

Trina Wahle (CRD# 5686614) is an Investment Advisor Representative working at Spd Group LLP in Huntersville, NC and has over 2 years of experience in the finance industry.

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