Spc
Spc (CRD# 110692) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $5,964,256,852 in 34,594 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management5,964MILLION
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Total Number of Accounts34,594ACCOUNTS
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Average Account Value$172,407
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
James Boersma (CRD# 24738) is an Investment Advisor Representative working at Spc in Lowell, MI and has over 39 years of experience in the finance industry.
Donna Bogan (CRD# 2950004) is an Investment Advisor Representative working at Spc in Toledo, OH and has over 16 years of experience in the finance industry.
Kimberly Bolker (CRD# 4665547) is an Investment Advisor Representative working at Spc in Ann Arbor, MI and has over 19 years of experience in the finance industry. Kimberly Bolker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Darren Bonson (CRD# 3049654) is an Investment Advisor Representative working at Spc in Murrysville, PA and has over 24 years of experience in the finance industry.
Adam Bos (CRD# 5251056) is an Investment Advisor Representative working at Spc in Ann Arbor, MI and has over 16 years of experience in the finance industry.
Samuel Brimer (CRD# 4482658) is an Investment Advisor Representative working at Spc in Ardmore, OK and has over 21 years of experience in the finance industry.
Kelly Brown (CRD# 6331732) is an Investment Advisor Representative working at Spc in Ann Arbor, MI and has over 6 years of experience in the finance industry.
Rita Brown (CRD# 2487564) is an Investment Advisor Representative working at Spc in Northfield, IL and has over 29 years of experience in the finance industry. Rita Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Charles Broyles (CRD# 4679166) is an Investment Advisor Representative working at Spc in Westlake, TX and has over 13 years of experience in the finance industry.
Steven Brunner (CRD# 2767385) is an Investment Advisor Representative working at Spc in Ann Arbor, MI and has over 26 years of experience in the finance industry.