$535.4M Total AUM
$535.4M Disc. AUM
23.0% 3Y CAGR
9 Employees
692 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-27-2016
- Office Locations
- 1
Office Locations
11411 NE 124th ST Suite 255 Kirkland WA
About SPG Advisors LLC
SPG is a fiduciary financial planning firm in Kirkland, WA focused on individuals and families preparing for retirement. The team provides retirement planning, wealth management, and personalized retirement income strategies, emphasizing education and a relationship-driven advice process. The firm has been featured in outlets such as Fox Business and Forbes.
Team overview
37 AVG AGE
$66.9M AVG AUM / ADVISOR
$773.7K AVG AUM / CLIENT
4.7 yrs AVG TENURE
9 Employees
8 Advisory Reps
9 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Loren David Downs
President, Vice President
- CRD
- #6691366
- Ownership
- Less than 5%
Available
Available
Available
JOSEPH MERRELL MAAS
Advisor, Chief Investment Officer, PRINCIPAL
- CRD
- #2170891
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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Brandon Paul Accardo
--
- CRD
- #5927301
Available
Available
Available
C
CHAD BRANDON BUSHON
--
- CRD
- #2839515
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $535,426,153 | $226,300 |
| Non-Discretionary | $0 | -- |
| Total | $535,426,153 | $226,300 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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