Sp Asset Management LLC
Sp Asset Management LLC (CRD# 323369) is a financial advisory firm headquartered in Cupertino, CA. They manage $1,389,577,962 in 733 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1,390MILLION
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Total Number of Accounts733ACCOUNTS
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Average Account Value$1,895,741
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NY, TX
Financial Advisors at Sp Asset Management LLC
1
Sandeep Pandya (CRD# 2578444) is an Investment Advisor Representative working at Sp Asset Management LLC in Cupertino, CA and has 1 year of experience in the finance industry.
2
Rahul Sarin (CRD# 7301567) is an Investment Advisor Representative working at Sp Asset Management LLC in Cupertino, CA and has over 2 years of experience in the finance industry.
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