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Building 2SPRUCE INVESTMENT ADVISORS LLC

Map pinSTAMFORD, CT
Phone203-428-2600
NotebookSEC #801-61918
Total AUM
$35.4M
Employees
2
Clients
23

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 CANAL STREET
STAMFORD
CT 06902
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Phone
203-428-2600

ReceiptFinancials

Total AUM
$35.4M
Accounts
23
Discretionary
$35.4M
Accounts
23
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
3
AUM
$8.4M
Pooled Vehicle Clients
20
AUM
$27M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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