S
$42.0M Total AUM
$29.9M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
12 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-07-2014
- Office Locations
- 1
Office Locations
-- Lakeside CA
About Speiro Investments, LLC
Speiro Investments, LLC is a Lakeside-based RIA. The firm has been operating for 12 years. Managing $42.0M in total assets under management, with 1 advisory representatives.
Team overview
37 AVG AGE
$42.0M AVG AUM / ADVISOR
$894.0K AVG AUM / CLIENT
12.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
SEAN BRADFORD
President
- CRD
- #5175601
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,883,405 | -- |
| Non-Discretionary | $12,134,560 | -- |
| Total | $42,017,965 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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