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Philip James Mantua

SPC Financial Inc.

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About Philip James Mantua

Philip Mantua is a financial advisor associated with SPC Financial, Inc., and has been in the industry since May 2016. Philip has a combined 18 years of experience in the financial services industry. Philip has a Series 7, Series 66, and SIE. Philip is registered with the Securities and Exchange Commission (SEC) and is a registered investment advisor representative. Philip's specializations include: Financial Planning, Portfolio Management for Businesses, Portfolio Management for Individuals, Pension Consulting, Publication of Periodicals, Selection of Other Advisors, and Educational Seminars.

Firm Information

Philip Mantua is currently registered with SPC Financial Inc.. SPC Financial Inc. is an investment advisor based in Rockville, Maryland. The firm manages over $1.16 billion in assets for approximately 3,300 accounts and provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for businesses and individuals. They are registered with the SEC.
SPC Financial Inc.

3202 TOWER OAKS BLVD

ROCKVILLE, MD 20852-4219

$1.16B

Assets Under Management

23

Total Clients

12

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Philip Mantua’s Registration & Firm History

MD

05/10/2018 - Present

SPC Financial Inc. (ROCKVILLE MD)

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Licenses & Designations

BOTH

Issued 10/13/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip James Mantua.
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