Spinnaker Investment Group’s

EST. AUM
$1,072,851,920

CONTACTS
8

CLIENT ACCOUNTS
2,337

Firm Details

Metro area Los Angeles
CRD Number 283414
Website spinninvest.com
Client types

Overview

Spinnaker Investment Group is dedicated to fostering confidence, independence, and financial wellness for its clients. Acting as a personal CFO, the firm provides expert guidance in managing portfolios, setting long-term financial goals, and charting a course toward financial security and independence.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Spinnaker Investment Group’s

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company