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
1550 W. Horizon Ridge Pkwy, Suite R-306, Henderson, NV 89012
https://www.spiritinvestmentadvisors.com
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, NV

Financial Advisors at Spirit Investment Advisors
Showing 1 - 1 of 1 top financial advisors.
1
David Levy, financial advisor Henderson NV
David J. Levy
CRD#: 1744296
Henderson, NV

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.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals