Spence Asset Management

Spence Asset Management (CRD# 106802) is a financial advisory firm headquartered in Las Cruces, NM. They manage $621,083,474 in 1,831 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
1800 S. Telshor, Las Cruces, NM 88011
https://www.ww-capital.com
By the Numbers
  • Total Assets Under Management
    621
    MILLION
  • Total Number of Accounts
    1,831
    ACCOUNTS
  • Average Account Value
    $339,205
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, MD, MI, NM, NY, TX, WA

Financial Advisors at Spence Asset Management
Showing 1 - 5 of 5 top financial advisors.
1
Patrick Grooms, financial advisor Las Cruces NM
Patrick M. Grooms
CRD#: 5721859
1800 S. Telshor, Las Cruces, NM 88011

Patrick Grooms (CRD# 5721859) is an Investment Advisor Representative working at Spence Asset Management in Las Cruces, NM and has over 14 years of experience in the finance industry.

2
Eric Walton, financial advisor Las Cruces NM
Eric M. Walton
CRD#: 4415201
1800 S. Telshor, Las Cruces, NM 88011

Eric Walton (CRD# 4415201) is an Investment Advisor Representative working at Spence Asset Management in Las Cruces, NM and has over 21 years of experience in the finance industry.

3
Scott Lieberwirth, financial advisor Las Cruces NM
Scott M. Lieberwirth
CRD#: 7308268
1800 S. Telshor, Las Cruces, NM 88011

Scott Lieberwirth (CRD# 7308268) 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.

4
Jonathan Stirling, financial advisor Denver CO
Jonathan M. Stirling
CRD#: 5718105
Denver, CO

Jonathan Stirling (CRD# 5718105) is an Investment Advisor Representative working at Spence Asset Management in Denver, CO and has over 4 years of experience in the finance industry.

5
Jolie Tixier, financial advisor Las Cruces NM
Jolie Tixier
CRD#: 7521051
1800 S. Telshor, Las Cruces, NM 88011

Jolie Tixier (CRD# 7521051) is an Investment Advisor Representative working at Spence Asset Management in Las Cruces, NM and has 1 year 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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