SPINOSA WEALTH MANAGEMENT GROUP
Tel: 985-674-6722 4565 Lasalle Street Suite 201 Mandeville, Louisiana 70471
About SPINOSA WEALTH MANAGEMENT GROUP
SPINOSA WEALTH MANAGEMENT GROUP is a Mandeville, Louisiana based financial advisory firm with nearly $127,688,386 in assets under management and provides investment advisory services for 269 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
170903
Firm SEC#:
801-120889
Assets Under Management:
$127,688,386
No. of Clients:
269
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services
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