$14.0M Total AUM
$5.5M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
27 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-09-1999
- Office Locations
- 1
Office Locations
-- Plymouth MN
About Spencer Financial Advisors
Spencer Financial, LLC is a multi-generational advisory firm serving business owners, families, and executives nationwide with retirement planning, investment management, estate planning, and insurance solutions. Portfolios emphasize ETF-based allocation and public funds. Securities and advisory services are offered through Osaic Wealth, Inc. Recognized by Signator Investors, Inc. as Practice of the Year.
Team overview
-- AVG AGE
$14.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
8.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
A
ARCH WILLIAM SPENCER III
President
- CRD
- #2013335
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,500,000 | -- |
| Non-Discretionary | $8,500,000 | -- |
| Total | $14,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing