Andrew J. Spillios, Cfp
Firm details
- Headquarters
- ,
- CRD number
- 115003
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90%
- Individuals10%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Andrew J. Spillios, Cfp operates as a sole proprietorship providing financial planning and discretionary portfolio management for individuals and small businesses. The adviser charges a mix of fee types — percentage of assets under management, hourly fees, and fixed fees — and is organized as an individual owner/principal. The firm is not classified as a multi-state adviser, does not identify as an active ESG investor, and does not list pension consulting or related-adviser roles.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Other95%
- Cash & Cash Equivalents5%
Contacts
1 of 1Andrew Spillios
Sole ProprietorCRD 2641364
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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