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SPINNAKER FINANCIAL GROUP, LLC

CRD 165279

Visit website

5005 ROCKSIDE ROAD, SUITE 600-103, INDEPENDENCE, OH, 44131, United States

Phone

888-615-4101

Fax

888-615-4102

Registration

— (—)

Source

State registered

Total AUM

$59.4M

Discretionary AUM

$59.4M

Team

1 total employees; 1 advisory reps; 4 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals94$23.5M
High net worth individuals14$35.8M

All web addresses on file

Official SEC filing: View on IAPD