Spyglass Investment Management

Spyglass Investment Management (CRD# 122594) is a financial advisory firm headquartered in Terre Haute, IN. They manage $49,431,360 in 476 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    476
    ACCOUNTS
  • Average Account Value
    $103,847
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, IN

Financial Advisors at Spyglass Investment Management
Showing 1 - 3 of 3 top financial advisors.
1
Jon E. Beardsley
CRD#: 4578743
1205 South Third Street, Terre Haute, IN 47802
93
Wealthminder
score

Jon Beardsley (CRD# 4578743) is an Investment Advisor Representative working at Spyglass Investment Management in Terre Haute, IN and has over 16 years of experience in the finance industry.

2
John W. Cristee
CRD#: 1276783
1205 South Third Street, Terre Haute, IN 47802
93
Wealthminder
score

John Cristee (CRD# 1276783) is an Investment Advisor Representative working at Spyglass Investment Management in Terre Haute, IN and has over 33 years of experience in the finance industry.

3
Joel R. Harbaugh
CRD#: 4092644
1205 South Third Street, Terre Haute, IN 47802
93
Wealthminder
score

Joel Harbaugh (CRD# 4092644) is an Investment Advisor Representative working at Spyglass Investment Management in Terre Haute, IN and has over 17 years of experience in the finance industry.

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