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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-03-1998
- Office Locations
- 1
Office Locations
About Spinelli Financial Advisors, INC
Spinelli Financial Advisors is a Warren, NJ fee-only fiduciary RIA providing integrated investment management, financial planning, tax planning/prep, and estate & trust guidance/administration. The firm works with families and professionals—including widows, executives, business owners, and seniors—on retirement, cash flow, and legacy needs, including senior-care coordination and bill pay. Portfolios are customized with in-house research on public markets.
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Owner & Executives
GEORGE M SPINELLI
Chief Investment Officer, Founder
- CRD
- #4858455
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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