Spence Asset Management
Legal Name: SPENCE ASSET MANAGEMENT
Full Contact Details
Spence Asset Management
3529 FOOTHILLS ROAD, LAS CRUCES, NM
575-556-8500
575-556-8510
Other Info
SPENCE ASSET MANAGEMENT is a licensed NM Corporation with six expert professionals holding advisory roles among its seven employees. While the number of clients it serves is undisclosed, its SEC status is Approved, and it has been registered since April 7, 1993.
Spence Asset Management | Home
Spence Asset Management in Las Cruces, New Mexico is a leading provider of investment management services specializing in separately managed accounts that are tailored to an individual client's investment objective.
Direct Owners
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ERIC MARSHALL WALTON
PRESIDENT owns more than 50% but less than 75%
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JAMES WILLIAM SPENCE
DIRECTOR owns more than 25% but less than 50%
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KRISTI K SPENCE
SECRETARY owns less than 5%
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PATRICK M GROOMS
SHAREHOLDER owns less than 5%
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SCOTT FREDERICK KOZNEY
SHAREHOLDER owns less than 5%
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SHEILA CHRISTINE WALTON
VICE-PRESIDENT/TREASURER owns less than 5%
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SHEILA CHRISTINE WALTON
CHIEF COMPLIANCE OFFICER owns less than 5%
Firms Located Nearby
News
- Navigating the Shifts: How Westwind Capital Adjusted Its Portfolio From Q4 2023 to Q1 2024
- Spence Asset Management: Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Spence Asset Management Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Spence Asset Management Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Spence Asset Management's Q4 2022 vs. Q1 2023: A Look Inside the Holdings Shift