RIA Intel›Advisers›Massachusetts›SPURR FINANCIAL INVESTMENT SERVICES, LLC

SPURR FINANCIAL INVESTMENT SERVICES, LLC

Advisory

MA

Data as of Feb 9, 2026 · Source: SEC Form ADV

Rank in MA
#1,357
of 1,590 advisers by AUM
Average account
$447K
across 41 accounts
AUM per adviser
$18M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM
$18M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$18M
Discretionary AUM$18M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients17
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

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

GILLETTE PHILIP EDWARD
$18M
INVESTOR RESOURCES INC
$18M
WADE MANAGEMENT LLC
$18M
GROWTH VISION ASSET MANAGEMENT LLC
$18M
JOHN L. BOYLE DBA LENNOX FINANCIAL
SWAMPSCOTT, MA
$19M
STANDARD GROUP HOLDINGS LLC
BOSTON, MA
$19M
-34.1% 1Y

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