Spunginvestments, LLC is a large advisory firm based in Palm Beach Gardens. It manages $67 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Florida.
Spunginvestments provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Spunginvestments, LLC is $67 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 123% 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 Spunginvestments, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Spunginvestments, LLC performs its advisory services is located at 3148 San Michele Drive, Palm Beach Gardens, FL 33418, 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 561-841-3005 or by fax 561-626-7505. The normal business hours are 8:30 - 5:00 on Monday - Friday.