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
Spirit Global Investments, Inc.
By the Numbers
-
Total Assets Under Management20MILLION
-
Total Number of Accounts30ACCOUNTS
-
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.
1
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.
2
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.