Spotlight Asset Group
Spotlight Asset Group (CRD# 288076) is a financial advisory firm headquartered in Oakbrook Terrace, IL. They manage $205,143,765 in 398 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management205MILLION
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Total Number of Accounts398ACCOUNTS
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Average Account Value$515,437
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, IL, NY, TN, TX, WA
At GV Financial Advisors, I partner with high net worth clients and their families to help navigate them through the complexities of financial success to imagine, create, and live extraordinary lives.
Believed to be the first and only Behavioral Wealth Management firm in the U.S., GV has invested over a decade applying neurobiology and the scientific principles of Behavioral Economics and Behavioral Finance to create a new paradigm in wealth management. Established in 1991, GV is one of the leading registered investment advisory firms in Atlanta with 46 employees and more than $1.125 billion in assets under management as of December 31, 2015. Over the years, GV & team have earned spots on a number of prestigious lists (as measured by assets under management) including Barron’s Top U.S. Investment Advisors, REP’s Top 100 U.S. Registered Investment Advisors, Financial Advisor’s U.S. RIA Ranking, & the Financial Times FT300. Their writings have appeared in publications including The New York Times, The Wall Street Journal and The Huffington Post.
To learn more about the firm, visit http://gvfinancial.com.
To learn more about my background, visit my bio at http://gvfinancial.com/people/sergio-de-la-torre/
Stephen Greco (CRD# 4519638) is an Investment Advisor Representative working at Spotlight Asset Group in Oakbrook Terrace, IL and has over 21 years of experience in the finance industry.
David Tsow (CRD# 4315641) is an Investment Advisor Representative working at Spotlight Asset Group in San Diego, CA and has over 23 years of experience in the finance industry.