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Spinnaker Financial Advisors
Spinnaker Financial Advisors, LLC is an SEC-registered investment adviser in Idaho Falls, ID. The firm manages approximately $103 million in regulatory assets.
Overview
Spinnaker Financial Advisors, LLC is an SEC-registered investment adviser in Idaho Falls, ID. The firm manages approximately $103 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What is Spinnaker Financial Advisors’ known posture on alternative investments?
The firm’s stance on alternatives such as private equity, hedge funds, or real assets is not documented. Without AUM or strategy details, it is unclear if alternatives play a role in its offerings.
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