Overview
Assets Under Management: $1.4 billion
Headquarters: ROCKVILLE, MD
High-Net-Worth Clients: 414
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 414
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.35
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 4,180
Discretionary Accounts: 4,164
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 104618
Filing ID: 1963285
Last Filing Date: 2025-03-28 16:47:00
Website: https://spcfinancial.com