$24.1M Total AUM
$24.1M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2017
- Office Locations
- 1
Office Locations
-- Laramie WY
About Mary J. Spitler, MS, LLC
Mary J. Spitler, MS, LLC (The Financial Planning Office) is a fee-only RIA providing financial planning and investment management for retail clients. The firm emphasizes goals-based planning and prudent portfolio construction, with portfolios that include ETFs and investment-grade fixed income. Custodies primarily with Charles Schwab.
Team overview
-- AVG AGE
$24.1M AVG AUM / ADVISOR
$536.4K AVG AUM / CLIENT
9.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MARY J SPITLER
Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,137,825 | $163,684 |
| Non-Discretionary | $0 | -- |
| Total | $24,137,825 | $163,684 |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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