Spiritus Financial Planning

Spiritus Financial Planning (CRD# 141372) is a financial advisory firm headquartered in , . They manage $80,401,547 in 53 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://spiritusfinancial.com/
By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $1,517,010
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Spiritus Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Mark Zaifman, financial advisor Fort Bragg CA
Mark J. Zaifman
CRD#: 5203009
Fort Bragg, CA

Mark Zaifman (CRD# 5203009) is an Investment Advisor Representative working at Spiritus Financial Planning in Fort Bragg, CA and has over 17 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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