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SPG ADVISORS LLC
KIRKLAND, WA
425-821-9442
SEC #801-118756Total AUM
$535.4M
Employees
9Clients
692Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
11411 NE 124TH ST
SUITE 255
KIRKLAND
WA 98034
United States
SUITE 255
KIRKLAND
WA 98034
United States
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
425-821-9442
Financials
Total AUM
$535.4M
Accounts
2,366Discretionary
$535.4M
Accounts
2,366Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
533AUM
$247.7M
HNW Individual Clients
159AUM
$287.8M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PROVIDER FEES
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACOFLIDORTXWA
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.