| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Andrew Smith | Chief Compliance Officer | Under 5% | 2025 |
| Joseph Merrell Maas | Chief Investment Officer | Under 5% | 2018 |
| Spg Wealth Management Voting Trust Control | Trust | Over 75% | 2022 |
Spg Advisors LLC reports $462.8 million in regulatory assets under management on its Form ADV.
Spg Advisors LLC reports 9 employees.
Spg Advisors LLC is based in Kirkland, WA and has been SEC-registered since 2020.
Spg Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 11411 NE 124th St, Suite 255, Kirkland, WA 98034 |
| Phone | 425-821-9442 |
| Fax | 888-503-0799 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $462.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $462.8M |