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SP Asset Management LLC

Headquartered in CUPERTINO, CA

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Firm Information

SP Asset Management LLC is an investment advisor registered with the SEC and located in Cupertino, CA. The firm manages approximately $1.39 billion in assets for high-net-worth individuals, corporations, and pooled investment vehicles. They offer financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.

SP Asset Management LLC

20380 TOWN CENTER LANE

CUPERTINO, CA 95014

$1.39B

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

SP ASSET MANAGEMENT LLC has a total of 2 branch locations across the country.
location

CUPERTINO, CA

location

MISSION VIEJO, CA

Advisors at SP Asset Management LLC

View All 2 Advisors
Unclaimed
Sandeep Madhavlal Pandya

RA

CUPERTINO, CA

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Unclaimed
Razvan Christian Raicu

CFP®, RA

LOS GATOS, CA

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Unclaimed
Lucas Andrew Mosher

RA

CUPERTINO, CA

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Disclosures

There are no public disclosures for SP Asset Management LLC.

Frequently Asked Questions (6)

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