Overview
Assets Under Management: $4.6 billion
Headquarters: MCLEAN, VA
High-Net-Worth Clients: 93
Average Client Assets: $39 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 93
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.47
Average High-Net-Worth Client Assets: $39 million
Total Client Accounts: 15,808
Discretionary Accounts: 15,523
Non-Discretionary Accounts: 285
Regulatory Filings
CRD Number: 113908
Filing ID: 1972696
Last Filing Date: 2025-03-30 11:16:00
Website: https://spireip.com