Spi Strategies, LLC

Spi Strategies, LLC (CRD# 130295) is a financial advisory firm headquartered in Oakland, CA. They manage $1,000,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $100,000
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.

CA

Financial Advisors at Spi Strategies, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Steven Singleton
CRD#: 2269750
350 Frank H Ogawa Plaza, 10th Floor, Oakland, CA 94612
98
Wealthminder
score

Steven Singleton (CRD# 2269750) is an Investment Advisor Representative working at Spi Strategies, LLC in Oakland, CA and has over 24 years of experience in the finance industry.

2
Carlton N. Martin
CRD#: 1817305
350 Frank Ogawa Plaza, 10th Flr, Oakland, CA 94612
90
Wealthminder
score

Carlton Martin (CRD# 1817305) is an Investment Advisor Representative working at Spi Strategies, LLC in Oakland, CA and has 1 year of experience in the finance industry.

3
Eric V. Standifer
CRD#: 1025776
350 Frank H Ogawa Plaza, 10th Floor, Oakland, CA 94612
58
Wealthminder
score

Eric Standifer (CRD# 1025776) is an Investment Advisor Representative working at Spi Strategies, LLC in Oakland, CA and has over 35 years of experience in the finance industry.

4
Timothy S. Obrien
CRD#: 1081893
350 Frank H Ogawa Plaza, 10th Floor, Oakland, CA 94612
48
Wealthminder
score

Timothy Obrien (CRD# 1081893) is an Investment Advisor Representative working at Spi Strategies, LLC in Oakland, CA and has over 32 years of experience in the finance industry.

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