Spinosa Wealth Management Group

Spinosa Wealth Management Group (CRD# 170903) is a financial advisory firm headquartered in Mandeville, LA. They manage $127,688,386 in 269 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
4565 Lasalle Street, Suite 201, Mandeville, LA 70471
http://www.spinosawmg.com
By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    269
    ACCOUNTS
  • Average Account Value
    $474,678
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, TX

Financial Advisors at Spinosa Wealth Management Group
Showing 1 - 2 of 2 top financial advisors.
1
Lawrence Spinosa, financial advisor Mandeville LA
Lawrence R. Spinosa
CRD#: 1453282
4565 Lasalle Street, Suite 201, Mandeville, LA 70471

Lawrence Spinosa (CRD# 1453282) is an Investment Advisor Representative working at Spinosa Wealth Management Group in Mandeville, LA and has over 29 years of experience in the finance industry.

2
Jordan Spinosa, financial advisor Mandeville LA
Jordan R. Spinosa
CRD#: 6065597
4565 Lasalle Street, Suite 201, Mandeville, LA 70471

Jordan Spinosa (CRD# 6065597) is an Investment Advisor Representative working at Spinosa Wealth Management Group in Mandeville, LA and has 1 year 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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