Spinnaker Investment Group Revenue
Financial Services • 
Newport Beach, California, United States • 11-20 Employees
Spinnaker Investment Group revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Key Contacts at Spinnaker Investment Group
Erik Haven
Director Of Operations
Sonny Licata
Director Of Financial Planning
Company overview
| Headquarters | 4041 MacArthur Blvd, Ste 475, Newport Beach, California 92660, US |
| Phone number | +19493966700 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Investment Planning, Insurance Planning, Wealth Management, Asset Management, Retirement Planning, Financial Planning |
| Founded | 2016 |
| Employees | 11-20 |
| Socials |
Spinnaker Investment Group Email Formats
Spinnaker Investment Group uses 3 email formats. The most common is {first initial} (e.g., j@spinninvest.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@spinninvest.com | 66.7% |
{first name} | john@spinninvest.com | 16.7% |
{first name}{last name} | johndoe@spinninvest.com | 16.7% |
About Spinnaker Investment Group
While money may not buy happiness, it certainly buys security and stability. You have to be prepared for anything to happen, and we can help. Spinnaker Investment Group is a boutique, family-owned investment company that helps each investor design, implement and run a portfolio. We work directly with each client to help them realize their financial independence. From setting savings goals to navigating the complex financial marketplace, our managers take the stress out of investing. While we cannot give you happiness, we can give you the things that matter: a safe, secure future for your family, better investment strategies and portfolios that suit your personal goals. At Spinnaker Investment Group, our core belief is that everyone has the opportunity to develop a financial portfolio. Whether you are a lawyer at a major firm or a doctor in a small clinic, we can help you get on track financially. We take the emotion out of investing so that you can enjoy the short-term and long-term results that you need. Our team of experts has years of experience in the finance industry, and they use this experience to guide you through the process. Spinnaker Investment Group is the premier financial planning firm in Southern California. Through our diverse array of expertise, financial managers and portfolios, we are able to help each client to gain the financial independence and earnings that they need. At Spinnaker, we believe in:
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Spinnaker Investment Group has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Spinnaker Investment Group has never raised funding before.
Spinnaker Investment Group Tech Stack
Discover the technologies and tools that power Spinnaker Investment Group's digital infrastructure, from frameworks to analytics platforms.
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Germany
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Frequently asked questions
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