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Spurgeon Financial Group
SPURGEON FINANCIAL GROUP is a state-registered investment adviser in STOCKTON, CA. The firm manages approximately $38 million in regulatory assets.
Overview
SPURGEON FINANCIAL GROUP is a state-registered investment adviser in STOCKTON, CA. The firm manages approximately $38 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
Charles Spurgeon
Principal
Frequently asked questions
Who makes investment decisions at the firm?
Charles Spurgeon is the only named principal associated with the firm in public records. Governance and investment committee structure are not publicly documented.
What is the firm's known AUM or investment pace?
Spurgeon Financial Group has not publicly disclosed assets under management or annual deployment figures. No recent regulatory filings or press reports provide a reliable AUM range.
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