Spence Asset Management
Spence Asset Management (CRD# 106802) is a financial advisory firm headquartered in Las Cruces, NM. They manage $621,083,474 in 1,831 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management621MILLION
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Total Number of Accounts1,831ACCOUNTS
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Average Account Value$339,205
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, MD, MI, NM, NY, TX, WA
Patrick Grooms (CRD# 5721859) is an Investment Advisor Representative working at Spence Asset Management in Las Cruces, NM and has over 14 years of experience in the finance industry.
Eric Walton (CRD# 4415201) is an Investment Advisor Representative working at Spence Asset Management in Las Cruces, NM and has over 21 years of experience in the finance industry.
Scott Lieberwirth (CRD# 7308268) is an Investment Advisor Representative working at Spence Asset Management in Las Cruces, NM and has over 3 years of experience in the finance industry.
Jonathan Stirling (CRD# 5718105) is an Investment Advisor Representative working at Spence Asset Management in Denver, CO and has over 5 years of experience in the finance industry.
Jolie Tixier (CRD# 7521051) is an Investment Advisor Representative working at Spence Asset Management in Las Cruces, NM and has 1 year of experience in the finance industry.