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SPYGLASS INVESTMENT MANAGEMENT
SPYGLASS INVESTMENT MANAGEMENT CORPORATION
CRD 122594 · SEC 801-133745
1205 SOUTH 3RD ST, TERRE HAUTE, IN, 47802, United States
Phone
(812) 238-8484
Fax
(812) 478-9000
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$156.4M
Discretionary AUM
$153.5M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersGENERAL CONSULTATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 425 | $46.7M |
| High net worth individuals | 86 | $99.3M |
| Pension/profit sharing plans | 5 | $3.6M |
| Corporations/business entities | 10 | $6.1M |
States served
IL, IN, FL
All web addresses on file
Official SEC filing: View on IAPD