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SPENCER EDWARDS INVESTMENTS LLC
GREENWOOD VILLAGE, CO
303-740-8448
SEC #801-67842Total AUM
$0
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6041 S. SYRACUSE WAY
SUITE 305
GREENWOOD VILLAGE
CO 80111
USA
SUITE 305
GREENWOOD VILLAGE
CO 80111
USA
Operating Hours
7:30-4:30
Monday - Friday
Monday - Friday
Phone
303-740-8448
Financials
Total AUM
$0
Accounts
0Discretionary
$0
Accounts
0Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator Order (Past 10 Years)SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
COND
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.