Spiritus Financial Planning, Inc.
Spiritus Financial Planning, Inc. (CRD# 141372) is a financial advisory firm headquartered in Petaluma, CA. They manage $50,648,420 in 63 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management51MILLION
Total Number of Accounts63ACCOUNTS
Average Account Value$803,943
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Mark Zaifman (CRD# 5203009) is an Investment Advisor Representative working at Spiritus Financial Planning, Inc. in Petaluma, CA and has over 10 years of experience in the finance industry.