SPINOSA WEALTH MANAGEMENT GROUP - Financial Advisor in Louisiana, Mandeville

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

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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