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Building 2SPINNAKER FINANCIAL ADVISORS, LLC

Map pinIDAHO FALLS, ID
Phone208-542-0742
NotebookSEC #801-67857
Total AUM
$41.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2962 CORTEZ AVENUE
IDAHO FALLS
ID 83404
United States
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
208-542-0742

ReceiptFinancials

Total AUM
$41.9M
Accounts
203
Discretionary
$41.8M
Accounts
202
Non-Discretionary
$117.3K
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FIXED AND HOURLY FEES FOR FINANCIAL PLANNING

Shield checkCompliance

Disclosures

None reported

State Registrations
ID

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

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