SPANO ADVISORY SERVICES INC.

SPANO ADVISORY SERVICES INC. of MAHOPAC, NY is an SEC-registered investment adviser (CRD 113588). Regulatory assets under management: $41.0M.

Registration

• CRD: 113588
• Type: Registered investment adviser
• Location: 960 ROUTE 6, MAHOPAC, NY, 10541
• Phone: 845-621-1870
• Latest filing: 2026-01-26
• Regulatory AUM: $41.0M
• Discretionary AUM: $41.0M
• Clients: 1
• Accounts: 70

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 113588 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search