Spence Asset Management

Spence Asset Management (CRD# 106802) is a financial advisory firm headquartered in Las Cruces, NM. They manage $216,899,999 in 904 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    217
    MILLION
  • Total Number of Accounts
    904
    ACCOUNTS
  • Average Account Value
    $239,934
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 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.

NM, TX

Financial Advisors at Spence Asset Management
Showing 1 - 4 of 4 top financial advisors.
1
Patrick M. Grooms
CRD#: 5721859
3529 Foothills Road, Las Cruces, NM 88011
93
Wealthminder
score

Patrick Grooms (CRD# 5721859) is an Investment Advisor Representative working at Spence Asset Management in Las Cruces, NM and has over 8 years of experience in the finance industry.

2
James W. Spence
CRD#: 1189299
2455 E. Missouri Ave, Suite A, Las Cruces, NM 88001
93
Wealthminder
score

James Spence (CRD# 1189299) is an Investment Advisor Representative working at Spence Asset Management in Las Cruces, NM and has over 34 years of experience in the finance industry.

3
Eric M. Walton
CRD#: 4415201
2455 East Missouri Avenue, Suite A, Las Cruces, NM 88001
93
Wealthminder
score

Eric Walton (CRD# 4415201) is an Investment Advisor Representative working at Spence Asset Management in Las Cruces, NM and has over 15 years of experience in the finance industry.

4
Paul D. Hinde
CRD#: 6453389
3529 Foothills Road, Las Cruces, NM 88011
89
Wealthminder
score

Paul Hinde (CRD# 6453389) is an Investment Advisor Representative working at Spence Asset Management in Las Cruces, NM and has over 3 years of experience in the finance industry.

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