SPENCER FINANCIAL ADVISORS

SPENCER FINANCIAL ADVISORS is an SEC-registered investment adviser (CRD 115844). Regulatory assets under management: $14.0M.

Registration

• CRD: 115844
• Type: Registered investment adviser
• Phone: 763-449-6032
• Latest filing: 2026-03-10
• Regulatory AUM: $14.0M
• Discretionary AUM: $5.5M
• Non-discretionary AUM: $8.5M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115844 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search