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).

Current Firm Details
11811 N. Tatum Blvd, Ste 3031, Phoenix, AZ 85028
https://www.linkedin.com/company/the-coleridge-group
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 Ayala, financial advisor Phoenix AZ
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 Spitznagel, financial advisor Phoenix AZ
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 Gibbons, financial advisor Phoenix AZ
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.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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