M.R. Spencer Advisory Services L.L.C. is an adviser based in Flint. It manages $36.33 million of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Michigan.
M.R. Spencer Advisory Services L.L.C provides financial planning services, portfolio management for individuals and small businesses, publication of newsletters, security ratings or pricing services, market timing services, and educational seminars and workshops. 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 M.R. Spencer Advisory Services L.L.C. is $36.33 million. The firm's AUM has grown by 41% 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 M.R. Spencer Advisory Services L.L.C. 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.
Michael Robert Spencer has been acting as President since 1 Jan 1985. Scott John Laduke joined the executive team most recently as the Chief Compliance Officer.
The principal office where M.R. Spencer Advisory Services L.L.C. performs its advisory services is located at G 5131 W. Bristol Rd. Ste. B, Flint, MI 48507, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 810-732-2722 or by fax 810-234-3822. The normal business hours are 8:30am - 6:00pm on Monday - Friday.