Spyglass Investment Management

Spyglass Investment Management (CRD# 122594) is a financial advisory firm headquartered in Terre Haute, IN. They manage $91,123,953 in 674 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    674
    ACCOUNTS
  • Average Account Value
    $135,199
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, IN

Financial Advisors at Spyglass Investment Management
Showing 1 - 3 of 3 top financial advisors.
1
Jon E. Beardsley
CRD#: 4578743
1205 South Third Street, Terre Haute, IN 47802

Jon Beardsley (CRD# 4578743) is an Investment Advisor Representative working at Spyglass Investment Management in Terre Haute, IN and has over 23 years of experience in the finance industry.

2
John W. Cristee
CRD#: 1276783
1205 South Third Street, Terre Haute, IN 47802

John Cristee (CRD# 1276783) is an Investment Advisor Representative working at Spyglass Investment Management in Terre Haute, IN and has over 39 years of experience in the finance industry.

3
Brock R. Oxford
CRD#: 7556392
1205 South 3rd St, Terre Haute, IN 47802

Brock Oxford (CRD# 7556392) is an Investment Advisor Representative working at Spyglass Investment Management in Terre Haute, IN and has 1 year of experience in the finance industry.

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