Gretchen
Curtis
Spg Advisors LLC
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About this Advisor
Gretchen Curtis is a financial advisor working out of Kirkland, Washington who has 4 years of relevant experience. Curtis is currently employed by Spg Advisors LLC. Throughout their career, Curtis has worked at Spg Advisors LLC, Auxano Advisors LLC and Symetra Securities, Inc. Curtis has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Idaho, Texas and Washington. Spg Advisors LLC is a firm headquartered in Kirkland, WA. It controls $281 million in assets under management between its 1,704 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,704 client accounts, 20% are held by high-net-worth clients who have more than $1 million in assets. Spg Advisors LLC has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees are based on which services the firm provides the client. However, fee types charged by Spg Advisors LLC most likely include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spg Advisors LLC Brokerage Details
$281,085,137
9
1,704
$164,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Gretchen Curtis Work History
Gretchen has been registered as a financial advisor for 4 years.*
Spg Advisors LLC
Spg Advisors LLC
Auxano Advisors LLC
Symetra Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gretchen Curtis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Spg Advisors LLC
Kirkland, WA
Kirkland, WA
Kirkland, WA
Kirkland, WA
Kirkland, WA
Kirkland, WA
Kirkland, WA
Kirkland, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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