Justin
Lohman
Spg Advisors LLC
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About this Advisor
Justin Lohman is a financial advisor based in Kirkland, Washington, working with Spg Advisors LLC. Justin has previously held positions at Spg Advisors LLC, Strategic Benefits, Inc Dba Sound Planning Group, and Subsplash. Justin has passed the Series 65 regulatory exam and is registered to provide services in California, Idaho, Texas, and Washington. Currently, Justin is part of Spg Advisors LLC, which operates out of Kirkland, Washington. The firm has 10 employees and manages assets totaling $401.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Spg Advisors LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Spg Advisors LLC Brokerage Details
$400,952,514
10
2,006
$199,877
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
Justin Lohman Work History
Spg Advisors LLC
Spg Advisors LLC
Spg Advisors LLC
Strategic Benefits, Inc Dba Sound Planning Group
Subsplash
Subsplash
Disclosures
Please visit the SEC profile of Justin Lohman 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
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