The Coleridge Group LLC

The Coleridge Group LLC (CRD# 108335) is a financial advisory firm headquartered in Phoenix, AZ. They manage $13,232,213 in 60 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $220,537
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
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.

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 14 years of experience in the finance industry. Francisco Ayala has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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 41 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 33 years of experience in the finance industry.

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