Spinnaker Investment Group, LLC

Spinnaker Investment Group, LLC (CRD# 283414) is a financial advisory firm headquartered in Newport Beach, CA. They manage $676,776,889 in 2,196 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
4100 Macarthur Blvd., Suite 120, Newport Beach, CA 92660
https://www.facebook.com/spinnaker-investment-group-638479369635630/
By the Numbers
  • Total Assets Under Management
    677
    MILLION
  • Total Number of Accounts
    2,196
    ACCOUNTS
  • Average Account Value
    $308,186
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
  • 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, FL, ID, IL, LA, NC, NH, NV, NY, TN, TX, UT, VA, WA

Financial Advisors at Spinnaker Investment Group, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Morgan Christen, financial advisor Newport Beach CA
Morgan R. Christen
CRD#: 2395180
4100 Macarthur Blvd., Suite 120, Newport Beach, CA 92660

Morgan Christen (CRD# 2395180) is an Investment Advisor Representative working at Spinnaker Investment Group, LLC in Newport Beach, CA and has over 30 years of experience in the finance industry.

2
Andrew Krongold, financial advisor Newport Beach CA
Andrew L. Krongold
CRD#: 6094017
4100 Macarthur Blvd., Suite 120, Newport Beach, CA 92660

Andrew Krongold (CRD# 6094017) is an Investment Advisor Representative working at Spinnaker Investment Group, LLC in Newport Beach, CA and has over 11 years of experience in the finance industry.

3
Anthony Puma, financial advisor Newport Beach CA
Anthony M. Puma
CRD#: 5520249
4100 Macarthur Blvd., Suite 120, Newport Beach, CA 92660

Anthony Puma (CRD# 5520249) is an Investment Advisor Representative working at Spinnaker Investment Group, LLC in Newport Beach, CA and has over 15 years of experience in the finance industry.

4
Joseph Stapleton, financial advisor Newport Beach CA
Joseph M. Stapleton
CRD#: 5617995
4100 Macarthur Blvd., Suite 120, Newport Beach, CA 92660

Joseph Stapleton (CRD# 5617995) is an Investment Advisor Representative working at Spinnaker Investment Group, LLC in Newport Beach, CA and has over 15 years of experience in the finance industry.

5
Eric Frazier, financial advisor Newport Beach CA
Eric M. Frazier
CRD#: 7408835
4100 Macarthur Blvd., Suite 120, Newport Beach, CA 92660

Eric Frazier (CRD# 7408835) is an Investment Advisor Representative working at Spinnaker Investment Group, LLC in Newport Beach, CA and has over 2 years of experience in the finance industry.

6
Riley Hayes, financial advisor Newport Beach CA
Riley Hayes
CRD#: 7240673
4100 Macarthur Blvd., Suite 120, Newport Beach, CA 92660

Riley Hayes (CRD# 7240673) is an Investment Advisor Representative working at Spinnaker Investment Group, LLC in Newport Beach, CA and has over 3 years of experience in the finance industry.

7
Anika Wilson, financial advisor Newport Beach CA
Anika C. Wilson
CRD#: 7320582
4100 Macarthur Blvd., Suite 120, Newport Beach, CA 92660

Anika Wilson (CRD# 7320582) is an Investment Advisor Representative working at Spinnaker Investment Group, LLC in Newport Beach, CA and has over 3 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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