SPI STRATEGIES, LLC
Total AUM
$108.8M
Employees
5Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
350 FRANK H. OGAWA PLAZA
10TH FLOOR
OAKLAND
CA 94612
United States
10TH FLOOR
OAKLAND
CA 94612
United States
Operating Hours
7 AM TO 3 PM
Monday - Friday
Monday - Friday
Phone
510-268-4850
Financials
Total AUM
$108.8M
Accounts
12Discretionary
$108.8M
Accounts
12Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
SRO Rule Violation
State Registrations
CA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.