| As of Date | 01/26/2026 |
| Registration | SEC, Approved, 09/10/2020 |
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| Contact Info | (61 xxxxxxx |
| Websites |
| AUM* | 249,546,024 51% |
| of that, discretionary | 249,546,024 51% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,071,013 26% |
| % High Net Worth | 64.91% 8% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name SPICER JEFFRIES, LLP | Filing Date09/05/2024 | Form ADV-E View Report |
| Accounting Firm Name SPICER JEFFRIES, LLP | Filing Date09/19/2023 | Form ADV-E View Report |