RIA Intel›Advisers›New Jersey›SPINELLI FINANCIAL ADVISORS, INC

SPINELLI FINANCIAL ADVISORS, INC

Advisory

NJ

Data as of May 3, 2024 · Source: SEC Form ADV

Average account

$861K

across 36 accounts

AUM per adviser

$31M

1 advisers

Source: SEC Form ADV. Figures as filed May 3, 2024.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$31M

Discretionary AUM$31M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients36

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

36 clients

36 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

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RYAN, WILLIAM E JR

HACKETTSTOWN, NJ

$31M

$31M

INTELLIGRATION LLC

$31M

LEGACY INVESTMENT ADVISORS, LLC

$31M

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