S
$27.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
170 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2002
- Office Locations
- 1
Office Locations
18682 Beach Blvd., Ste. 235 Huntington Beach CA
About Spahr Financial Group, LLC
Spahr Financial Group, LLC is a Huntington Beach-based RIA. The firm has been operating for 24 years. Managing $27.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$27.3M AVG AUM / ADVISOR
$160.3K AVG AUM / CLIENT
24.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BRIAN L. SPAHR
FOUNDER, PRINCIPAL, Vice President
- CRD
- #2213298
- Ownership
- 75% or more
Available
Available
Available
D
DIANA J. SPAHR
Manager
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $27,259,169 | -- |
| Total | $27,259,169 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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