Spinnaker Investment Group LLC
Legal Name: SPINNAKER INVESTMENT GROUP, LLC
4041 MACARTHUR BLVD, SUITE 475, NEWPORT BEACH, CA
(949) 396-6700
http://www.spinninvest.com
Frequently Asked Questions (FAQ)
Full Contact Details
Spinnaker Investment Group LLC
4041 MACARTHUR BLVD, SUITE 475, NEWPORT BEACH, CA
(949) 396-6700
Other Info
Spinnaker Investment Group LLC, a limited liability company based in California, has a team of 7 employees, including 5 in advisory roles. Although the number of clients they serve is unknown, the firm's status with the SEC is listed as approved and they have been registered since April 15, 2016.
Spinnaker Investment Group | Wealth Management | Orange County
Spinnaker Investment Group, based in Newport Beach, offers financial solutions from wealth & asset management, investment advice, to retirement planning.
Direct Owners
-
JOSEPH MUIR STAPLETON
MANAGING MEMBER owns more than 50% but less than 75%
-
MORGAN ROBERT CHRISTEN
CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER owns more than 50% but less than 75%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Jul 11, 2019
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