Assets Under Management
$4.6B
Number of Clients
9,489
Number of Advisors
68
Average Client AUM
$487K
AUM per Advisor
$67.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Spire Wealth Management offers investment supervisory services through individual portfolio management and a manager of managers program. They also provide financial planning services, including personal, tax & cash flow, investment, insurance, retirement, death & disability, and estate planning. Investment recommendations include exchange-listed securities, OTC securities, corporate debt, municipal securities, mutual funds, ETFs, US government securities, and options.
7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102