$3.3M Total AUM
$3.3M Disc. AUM
-- 3Y CAGR
0 Employees
22 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2007
- Office Locations
- 1
Office Locations
-- Reno NV
About THE Spinelli Group LLC
THE Spinelli Group LLC is a Reno-based RIA. The firm has been operating for 19 years. Managing $3.3M in total assets under management, They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$149.4K AVG AUM / CLIENT
19.3 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
19yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
R
ROBERT BRYAN SPINELLI
Owner, President
- CRD
- #4660298
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,286,616 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,286,616 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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