This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-10-2019
- Office Locations
- 2
Office Locations
About Spyrnal Financial Group
Spyrnal Financial Group is a retirement-focused advisory firm led by president Chad Michaels, providing comprehensive planning around retirement income, tax-efficient strategies, Social Security optimization, healthcare, and legacy planning. Portfolios commonly use public funds, ETFs, and investment-grade fixed income, and may incorporate insurance solutions such as annuities. The firm custodies at Schwab and TD Ameritrade and uses a structured “Take Your Retirement Helm” planning process.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHAD PATRICK MICHAELS
Chief Investment Officer, Managing Member
- CRD
- #6307586
- Ownership
- 75% or more
TIMOTHY JAMES SPYRNAL
Chief Compliance Officer, Financial Advisor
- CRD
- #5551659
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $137,500,000 | $361,842 |
| Non-Discretionary | $8,000,000 | $800,000 |
| Total | $145,500,000 | $373,077 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing