SPINNAKER FINANCIAL ADVISORS, LLC
SPINNAKER FINANCIAL ADVISORS, LLC of IDAHO FALLS, ID is an SEC-registered investment adviser (CRD 118885). Regulatory assets under management: $102.6M.
Registration
- CRD: 118885
- SEC file number: 801-67857
- Type: Registered investment adviser
- Location: 2922 CORTEZ AVENUE, IDAHO FALLS, ID, 83404
- Phone: 208-542-0742
- Latest filing: 2026-02-24
- Regulatory AUM: $102.6M
- Discretionary AUM: $102.6M
- Clients: 1
- Accounts: 297
Business model
Compensation: % of AUM.
Clients served: High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| CALL JOSEPH R | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
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