Be advised. This firm is no longer registered.

The Spence Financial Group, Inc.

The Spence Financial Group, Inc. (CRD# 141968) is a financial advisory firm headquartered in Englewood, FL. They manage $2,059,542 in 46 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $44,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at The Spence Financial Group, Inc.
No Advisor Found.
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