Investment adviser · CRD 118885

SPINNAKER FINANCIAL ADVISORS, LLC

Investment adviser filing (IA)

IDAHO FALLS, ID, United States · Form ADV filed May 18, 2012

Regulatory AUM
$41.9M
Form ADV · Item 5.F
Client accounts
203
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: May 18, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

2962 CORTEZ AVENUE
IDAHO FALLS, ID, 83404, United States

CRD 118885

Filing source

Form ADV 639024 · May 18, 2012 · 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.