SPG ADVISORS LLC

Overview

SPG Advisors LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2020. The firm identifies as a capital allocator for individual and family clients and combines fee models that include a percentage of AUM, hourly charges, fixed fees and other arrangements. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, selecting other advisers, publishing periodicals or newsletters, and running educational seminars and workshops. The firm is not positioned as an ESG investor and does not describe itself as a multistate or pension consultant adviser. Ownership is listed as a combination of a domestic entity and individual. SPG Advisors also reports affiliations with other investment advisers, accounting and insurance firms, a real estate broker, and involvement as a sponsor/GP/managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives