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).
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Total Assets Under Management677MILLION
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Total Number of Accounts2,196ACCOUNTS
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Average Account Value$308,186
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, FL, ID, IL, LA, NC, NH, NV, NY, TN, TX, UT, VA, WA
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.
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.
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.
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.
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.
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.
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.