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).
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Total Assets Under Management13MILLION
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Total Number of Accounts60ACCOUNTS
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Average Account Value$220,537
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

AZ, CA
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.
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.
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.