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ANDREW J. SPILLIOS, CFP

ANDREW JOHN SPILLIOS, CFP

CRD 115003

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$10.0M

Discretionary AUM

$10.0M

Team

1 total employees; 1 advisory reps; 8 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2023-01-04

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)

Official SEC filing: View on IAPD