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SPINNAKER FINANCIAL ADVISORS, LLC
CRD 118885 · SEC 801-67857
2922 CORTEZ AVENUE, IDAHO FALLS, ID, 83404, United States
Phone
208-542-0742
Fax
208-542-0760
Registration
— (—)
Source
State registered
Total AUM
$102.6M
Discretionary AUM
$102.6M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $27.0M |
| High net worth individuals | 30 | $74.6M |
| Charitable organizations | 2 | $315K |
All web addresses on file
Official SEC filing: View on IAPD