Spirit Global Investment Advisors

Spirit Global Investment Advisors (CRD# 169442) is a financial advisory firm headquartered in San Diego, CA. They manage $28,000,000 in 130 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $215,385
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
  • Selection of other advisers (including private fund managers)
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.

CA

Financial Advisors at Spirit Global Investment Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Earl C. Wong
CRD#: 5801913
501 West Broadway, Suite 800, San Diego, CA 92101
49
Wealthminder
score

Earl Wong (CRD# 5801913) is an Investment Advisor Representative working at Spirit Global Investment Advisors in San Diego, CA and has over 6 years of experience in the finance industry.

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