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
Spinosa Wealth Management Group
By the Numbers
-
Total Assets Under Management128MILLION
-
Total Number of Accounts269ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, LA, TX
Financial Advisors at Spinosa Wealth Management Group
1
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 (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.
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