S
$18.3M Total AUM
$18.3M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-03-2017
- Office Locations
- 1
Office Locations
-- Alton BAY NH
About Spurr Financial Investment Services, LLC
Spurr Financial Investment Services, LLC is a Alton BAY-based RIA. The firm has been operating for 9 years. Managing $18.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial.
Team overview
-- AVG AGE
$18.3M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
KATHI ANN SPURR
Chief Compliance Officer, Owner, PRINCIPAL
- CRD
- #2058442
- Ownership
- 50% but less than 75%
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,320,840 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,320,840 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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