Spinnaker Investment Group, LLC

Spinnaker Investment Group, LLC (CRD# 283414) is a financial advisory firm headquartered in Newport Beach, CA. They manage $157,742,357 in 690 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    158
    MILLION
  • Total Number of Accounts
    690
    ACCOUNTS
  • Average Account Value
    $228,612
Compensation Options
  • A percentage of assets under your management
  • 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
  • Other
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.

AZ, CA, TX

Financial Advisors at Spinnaker Investment Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Joseph M. Stapleton
CRD#: 5617995
4041 Macarthur Blvd, Suite 475, Newport Beach, CA 92660
93
Wealthminder
score

Joseph Stapleton (CRD# 5617995) is an Investment Advisor Representative working at Spinnaker Investment Group, LLC in Newport Beach, CA and has over 9 years of experience in the finance industry.

2
Robert T. Chase
CRD#: 6857941
4041 Macarthur Blvd, Suite 475, Newport Beach, CA 92660
87
Wealthminder
score

Robert Chase (CRD# 6857941) is an Investment Advisor Representative working at Spinnaker Investment Group, LLC in Newport Beach, CA and has 1 year of experience in the finance industry.

3
Anthony M. Puma
CRD#: 5520249
4041 Macarthur Blvd, Suite 475, Newport Beach, CA 92660
71
Wealthminder
score

Anthony Puma (CRD# 5520249) is an Investment Advisor Representative working at Spinnaker Investment Group, LLC in Newport Beach, CA and has over 9 years of experience in the finance industry.

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