Speiro Investments, LLC

Speiro Investments, LLC (CRD# 171407) is a financial advisory firm headquartered in Lakeside, CA. They manage $30,228,205 in 46 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
9551 Leyendekker Ct, Lakeside, CA 92040
http://www.speiroinvestments.com
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $657,135
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Speiro Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sean Bradford, financial advisor Lakeside CA
Sean Bradford
CRD#: 5175601
Lakeside, CA

Sean Bradford (CRD# 5175601) is an Investment Advisor Representative working at Speiro Investments, LLC in Lakeside, CA and has over 17 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.

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