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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-25-2019
- Office Locations
- 1
Office Locations
About Spire Investment Management LLC
Spire Investment Management is a Hoffman Estates, IL advisory firm providing financial and investment planning, including guidance on taxes, retirement, and estate planning. The team builds portfolios and recommends strategies aligned to each client’s goals and risk tolerance, emphasizing unbiased, credentialed advice. Reported investment implementation includes ETFs and investment-grade corporate bonds, with custody via Interactive Brokers.
Team overview
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Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
Hemang Patel
Chief Compliance Officer, Financial Advisor
- CRD
- #7092775
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,825,435 | -- |
| Non-Discretionary | $252,184 | -- |
| Total | $11,077,619 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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