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Tod Marc Spring

Spring Capital Management

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About Tod Marc Spring

Tod Spring is an Investment Advisor Representative with Spring Capital Management. Tod is registered with the state of California and is actively involved in the Investment Advisor industry. Tod has been in the financial industry since 1989, and has been with Spring Capital Management since 2008. Spring Capital Management provides advisory services for individuals and select other advisors.

Firm Information

Tod Spring is currently registered with Spring Capital Management. Spring Capital Management is an investment advisor registered with the SEC. The firm provides portfolio management services to individuals and selects other advisors for clients. The firm has $16,185,198 in regulatory assets under management, primarily from 38 individual clients.

$16.19M

Assets Under Management

Not reported

Total Clients

1

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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.

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Tod Spring’s Registration & Firm History

CA

09/06/2018 - Present

Spring Capital Management (SAN MATEO CA)

NA

03/08/1990 - 09/21/1992

AETNA CAPITAL MANAGEMENT, INC.

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Licenses & Designations

IA

Issued 07/30/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/27/1990

Series 3 - National Commodity Futures Examination

BC

Issued 12/21/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tod Marc Spring.
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