Spelman & Co., Inc. is a large advisory firm based in Phoenix. It manages $110.92 million of regulatory assets for 1,531 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 25 other states.
Spelman & Co. provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and security ratings or pricing services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Spelman & Co., Inc. is $110.92 million. The firm's AUM has grown by 129% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Spelman & Co., Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Gary Walden Krat has been acting as President since 1 Apr 1998. Susanne Marie Denby joined the executive team most recently as the Vice President, Chief Compliance Officer.
The principal office where Spelman & Co., Inc. performs its advisory services is located at 2800 N Central Ave, Phoenix, AZ 85004, which is also the mailing address of the firm. An additional office of the firm is in Marietta, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 602 744 3000 or by fax 602 744 3225. The normal business hours are 7:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.sentraspelman.com.