Spire Investment Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 301506
- Website
- spireinv.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI81.39%
- Individuals18.61%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Spire Investment Management LLC is an independent, individually owned registered investment adviser that serves primarily individual and family clients. The firm bills on a percentage-of-assets basis and also offers hourly charging for certain services. Spire describes itself as a capital allocator and lists core advisory services that include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, pension consulting, and selection of other advisers. The firm does not identify as an active ESG investor and is not reported as a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities93%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Hemang Patel
Chief Compliance OfficerCRD 7092775
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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