Spinnaker Investment Group LLC
Legal Name: SPINNAKER INVESTMENT GROUP, LLC
4041 MACARTHUR BLVD, SUITE 475, NEWPORT BEACH, CA
Full Contact Details
Other Info
Spinnaker Investment Group LLC is legally known as SPINNAKER INVESTMENT GROUP, LLC. It is a CA Limited Liability Company. This firm has 7 employees, of which 5 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 15, 2016.
Direct Owners
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JOSEPH MUIR STAPLETON
MANAGING MEMBER owns more than 50% but less than 75%
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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
- 3M CO $100,724k
- SELECT SECTOR SPDR TR SBI INT-FINL $29,132k
- SELECT SECTOR SPDR $15,973k
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- SELECT SECTOR SPDR TR SBI CONS STPLS $15,039k
- Apple Inc $12,494k
- FIDELITY $9,806k
- Alphabet Inc $6,455k
- Fidelity(R) MSCI Financials ETF $5,694k
- SELECT SECTOR SPDR $5,072k