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SPG ADVISORS LLC
CRD 284496 · SEC 801-118756
11411 NE 124TH ST, SUITE 255, KIRKLAND, WA, 98034, United States
Phone
425-821-9442
Fax
888-503-0799
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$535.4M
Discretionary AUM
$535.4M
Team
9 total employees; 8 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; PROVIDER FEES
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 533 | $247.7M |
| High net worth individuals | 159 | $287.8M |
States served
AZ, CA, CO, ID, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD