The Coleridge Group LLC

The Coleridge Group LLC (CRD# 108335) is a financial advisory firm headquartered in Phoenix, AZ. They manage $18,429,263 in 80 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $230,366
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA

Financial Advisors at The Coleridge Group LLC
Showing 1 - 3 of 3 top financial advisors.
1
Francisco J. Ayala
CRD#: 4645478
11811 N. Tatum Blvd, Ste 3031, Phoenix, AZ 85028

Francisco Ayala (CRD# 4645478) is an Investment Advisor Representative working at The Coleridge Group LLC in Phoenix, AZ and has over 15 years of experience in the finance industry.

2
Frank R. Spitznagel
CRD#: 432356
11811 N. Tatum Blvd, Ste 3031, Phoenix, AZ 85028

Frank Spitznagel (CRD# 432356) is an Investment Advisor Representative working at The Coleridge Group LLC in Phoenix, AZ and has over 42 years of experience in the finance industry.

3
Gary E. Gibbons
CRD#: 2042304
Phoenix, AZ

Gary Gibbons (CRD# 2042304) is an Investment Advisor Representative working at The Coleridge Group LLC in Phoenix, AZ and has over 34 years of experience in the finance industry.

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