Spirit Global Investments, Inc.

Spirit Global Investments, Inc. (CRD# 169442) is a financial advisory firm headquartered in San Diego, CA. They manage $20,000,000 in 30 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

10679 Westview Parkway, Second Floor, San Diego, CA 92126

http://spiritgia.com

By the Numbers

Total Assets Under Management

20

MILLION
Total Number of Accounts

30

ACCOUNTS
Average Account Value

$666,667

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Spirit Global Investments, Inc.

Showing 1 - 2 of 2 top financial advisors.

Thomas S. Green

CRD#: 600844

10679 Westview Parkway, Second Floor, San Diego, CA 92126

Thomas Green (CRD# 600844) is an Investment Advisor Representative working at Spirit Global Investments, Inc. in San Diego, CA and has over 41 years of experience in the finance industry.

Earl C. Wong

CRD#: 5801913

10679 Westview Parkway, Second Floor, San Diego, CA 92126

Earl Wong (CRD# 5801913) is an Investment Advisor Representative working at Spirit Global Investments, Inc. in San Diego, CA and has over 13 years 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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