Spirit Investment Advisors
Spirit Investment Advisors (CRD# 319383) is a financial advisory firm headquartered in Henderson, NV. They manage $19,160,000 in 24 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management19MILLION
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Total Number of Accounts24ACCOUNTS
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Average Account Value$798,333
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NV
Financial Advisors at Spirit Investment Advisors
1
David Levy (CRD# 1744296) is an Investment Advisor Representative working at Spirit Investment Advisors in Henderson, NV and has over 36 years of experience in the finance industry.
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