THE SPANO GROUP WEALTH MANAGERS

THE SPANO GROUP WEALTH MANAGERS of PRESIDENT & CEO, WV is an SEC-registered investment adviser (CRD 327702). Regulatory assets under management: $1.0M.

Registration

• CRD: 327702
• Type: Registered investment adviser
• Location: MEADOWLARK DRIVE, PRESIDENT & CEO, WV, 25545
• Phone: 304-546-9366
• Latest filing: 2025-01-22
• Regulatory AUM: $1.0M
• Non-discretionary AUM: $1.0M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM.

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 327702 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search