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Building 2SPINOSA WEALTH MANAGEMENT GROUP

Map pinMANDEVILLE, LA
Phone985-674-6722
NotebookSEC #801-120889
Total AUM
$191.4M
Employees
3
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4565 LASALLE STREET
SUITE 201
MANDEVILLE
LA 70471
United States
Operating Hours
8:00 AM - 5 PM
Monday - Friday
Phone
985-674-6722

ReceiptFinancials

Total AUM
$191.4M
Accounts
334
Discretionary
$191.4M
Accounts
334
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
94
AUM
$32.1M
HNW Individual Clients
58
AUM
$159.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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