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SPANO ADVISORY SERVICES INC.
CRD 113588
960 ROUTE 6, MAHOPAC, NY, 10541, United States
Phone
845-621-1870
Fax
845-621-2194
Registration
— (—)
Source
State registered
Total AUM
$41.0M
Discretionary AUM
$41.0M
Team
1 total employees; 1 advisory reps; 9 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $17.6M |
| High net worth individuals | 11 | $22.5M |
All web addresses on file
Official SEC filing: View on IAPD