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SPINNAKER INVESTMENT GROUP, LLC
CRD 283414 · SEC 801-107671
4100 MACARTHUR BLVD., SUITE 120, NEWPORT BEACH, CA, 92660, United States
Phone
(949) 396-6700
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.07B
Discretionary AUM
$1.01B
Team
11 total employees; 8 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 643 | $180.9M |
| High net worth individuals | 259 | $752.7M |
| Pension/profit sharing plans | 107 | $90.9M |
| Charitable organizations | 3 | $1.1M |
| Insurance companies | 2 | $38.0M |
| Corporations/business entities | 11 | $9.3M |
States served
AZ, CA, CO, GA, ID, IL, LA, MA, NE, NV, NY, NC, OR, PA, TN, UT, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD