Spg Advisors LLC

Spg Advisors LLC (CRD# 284496) is a financial advisory firm headquartered in Kirkland, WA. They manage $400,952,514 in 2,006 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
11411 Ne 124th St, Suite 255, Kirkland, WA 98034
https://www.youtube.com/user/soundplanning/videos
By the Numbers
  • Total Assets Under Management
    401
    MILLION
  • Total Number of Accounts
    2,006
    ACCOUNTS
  • Average Account Value
    $199,877
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, ID, OR, TX, WA

Financial Advisors at Spg Advisors LLC
Showing 1 - 8 of 8 top financial advisors.
1
Cody Crawford, financial advisor Kirkland WA
Cody A. Crawford
CRD#: 6051050
11411 Ne 124th St, Suite 255, Kirkland, WA 98034

Cody Crawford (CRD# 6051050) is an Investment Advisor Representative working at Spg Advisors LLC in Kirkland, WA and has over 7 years of experience in the finance industry.

2
Loren Downs, financial advisor Kirkland WA
Loren D. Downs
CRD#: 6691366
11411 Ne 124th St, Suite 255, Kirkland, WA 98034

Loren Downs (CRD# 6691366) is an Investment Advisor Representative working at Spg Advisors LLC in Kirkland, WA and has over 7 years of experience in the finance industry.

3
Joseph Duncan, financial advisor Kirkland WA
Joseph D. Duncan
CRD#: 6134515
11411 Ne 124th St, Suite 255, Kirkland, WA 98034

Joseph Duncan (CRD# 6134515) is an Investment Advisor Representative working at Spg Advisors LLC in Kirkland, WA and has over 5 years of experience in the finance industry.

4
David Stryzewski, financial advisor Kirkland WA
David M. Stryzewski
CRD#: 6186251
11411 Ne 124th St, Suite 255, Kirkland, WA 98034

David Stryzewski (CRD# 6186251) is an Investment Advisor Representative working at Spg Advisors LLC in Kirkland, WA and has over 9 years of experience in the finance industry.

5
Gretchen Curtis, financial advisor Kirkland WA
Gretchen E. Curtis
CRD#: 3170443
11411 Ne 124th St, Suite 255, Kirkland, WA 98034

Gretchen Curtis (CRD# 3170443) is an Investment Advisor Representative working at Spg Advisors LLC in Kirkland, WA and has over 25 years of experience in the finance industry.

6
Justin Lohman, financial advisor Kirkland WA
Justin R. Lohman
CRD#: 7169728
11411 Ne 124th St, Suite 255, Kirkland, WA 98034

Justin Lohman (CRD# 7169728) is an Investment Advisor Representative working at Spg Advisors LLC in Kirkland, WA and has over 4 years of experience in the finance industry.

7
Carl Lovsted, financial advisor Kirkland WA
Carl M. Lovsted
CRD#: 6836892
11411 Ne 124th St, Suite 255, Kirkland, WA 98034

Carl Lovsted (CRD# 6836892) is an Investment Advisor Representative working at Spg Advisors LLC in Kirkland, WA and has over 5 years of experience in the finance industry.

8
Charlene Nelson, financial advisor Kirkland WA
Charlene M. Nelson
CRD#: 7450943
11411 Ne 124th St, Suite 255, Kirkland, WA 98034

Charlene Nelson (CRD# 7450943) is an Investment Advisor Representative working at Spg Advisors LLC in Kirkland, WA 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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