Spp Credit Advisors LLC
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Overview
Spp Credit Advisors LLC operates as a financial advisory company that has its headquarters in New York, New York. The company handles $117.1 million in assets across seven customer accounts, placing it in the mid-tier of financial advisory firms in the United States by assets under management (AUM). Spp Credit Advisors LLC has a small team, including 6 financial advisors. Spp Credit Advisors LLC does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments like stocks, bonds and options.
Spp Credit Advisors LLC oversees all of its client assets on a discretionary basis. Discretionary management signifies that transaction decisions are made by a portfolio manager without requiring the client's approval. The firm's typical account size is $16.7 million. The average financial advisor at Spp Credit Advisors LLC oversees about one client account, placing it among the most individualized firms in the country.
The company's headquarters is located at 550 Fifth Avenue, New York, New York 10036. Spp Credit Advisors LLC is allowed to provide services to customers in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Spp Credit Advisors LLC by the Numbers
$117.1 million
7
7
$16.7 million
Fee Structure
Fees for financial advisory services usually vary depending on the type of financial services provided. Fee types billed by the firm can be comprised of some combination of the following fee types: asset-based, fixed, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Spp Credit Advisors LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Spp Credit Advisors LLC caters to pooled investment vehicles and insurance companies. Out of its seven accounts, Spp Credit Advisors LLC's largest client by number of accounts is insurance companies. None of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Spp Credit Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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