Spinnaker Financial Group, LLC

Spinnaker Financial Group, LLC (CRD# 165279) is a financial advisory firm headquartered in Independence, OH. They manage $39,369,950 in 198 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5005 Rockside Road, Suite 600-103, Independence, OH 44131
https://www.spinnakerfinancialgroup.com
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $198,838
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Spinnaker Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Bryan Glancy, financial advisor Independence OH
Bryan D. Glancy
CRD#: 4425814
5005 Rockside Road, Suite 600-103, Independence, OH 44131

Bryan Glancy (CRD# 4425814) is an Investment Advisor Representative working at Spinnaker Financial Group, LLC in Independence, OH and has over 16 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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