Speiro Investments, LLC
Firm details
- Headquarters
- ,
- CRD number
- 171407
- Fee structure
- Percentage of AUM
- Client types
- HNWI54.86%
- Pension & Profit Sharing Plans28.88%
- Individuals9.36%
- Charitable Organizations6.9%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Speiro Investments, LLC is a small, privately owned advisory firm organized as an LLC and owned by an individual. It serves both individual and family clients as well as institutional and business clients, operating under a percentage-of-assets fee model. Core services listed on its filings include discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, plus pension consulting. The firm does not identify itself as an active ESG investor and is not positioned as a third‑party capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Sean Bradford
PresidentCRD 5175601
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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