SPINELLI FINANCIAL ADVISORS, INC

SPINELLI FINANCIAL ADVISORS, INC is an SEC-registered investment adviser (CRD 128833). Regulatory assets under management: $31.0M.

Registration

• CRD: 128833
• Type: Registered investment adviser
• Phone: 732-564-9404
• Latest filing: 2024-05-03
• Regulatory AUM: $31.0M
• Discretionary AUM: $31.0M
• Clients: 1
• Accounts: 36

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128833 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search