← Back to search
THE SPANO GROUP WEALTH MANAGERS
CRD 327702
MEADOWLARK DRIVE, 50, PRESIDENT & CEO, WV, 25545, United States
Phone
304-546-9366
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 14 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2025-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $300K |
| High net worth individuals | 5 | $700K |
Official SEC filing: View on IAPD