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Building 2SPI STRATEGIES, LLC

Map pinOAKLAND, CA
Phone510-208-6100
NotebookSEC #801-112085
Total AUM
$2.9M
Employees
5
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
350 FRANK H. OGAWA PLAZA
10TH FLOOR
OAKLAND
CA 94612
United States
Operating Hours
7 AM TO 3 PM
Monday - Friday
Phone
510-208-6100

ReceiptFinancials

Total AUM
$2.9M
Accounts
7
Discretionary
$2.9M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$1.5M
HNW Individual Clients
1
AUM
$1.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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