National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > louisiana > mandeville

SPINOSA WEALTH MANAGEMENT GROUP

Tel: 985-674-6722
4565 Lasalle Street
Suite 201
Mandeville, Louisiana  70471

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

SPINOSA WEALTH MANAGEMENT GROUP

SPINOSA WEALTH MANAGEMENT GROUP is a Mandeville, Louisiana based financial advisory firm with nearly $127,688,386 in assets under management and provides investment advisory services for 269 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

170903

SEC#:

801-120889

No. of Clients:

269

Assets under Management

$127,688,386

No. of Advisors:

3

More Financial Advisory Firms in Mandeville, Louisiana

More Firms in Mandeville, Louisiana >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.