Investment adviser · CRD 105428

SPERO-SMITH INVESTMENT ADVISERS, INC.

Investment adviser filing (IA)

CLEVELAND, OH, United States · Form ADV filed Aug 12, 2016

Regulatory AUM
$810M
Form ADV · Item 5.F
Client accounts
1,640
Accounts, not individual clients
Employees
15
Reported in this filing
Advisory professionals
11
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 12, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

50 PUBLIC SQUARE, TERMINAL TOWER, SUITE 2700
CLEVELAND, OH, 44113, United States

CRD 105428

Filing source

Form ADV 1034700 · Aug 12, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.