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The Spangler Group, Inc. (Seattle)


The Spangler Group, Inc. is a large advisory firm based in Seattle. It manages $106.08 million of regulatory assets for 182 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Washington.

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The Spangler Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Spangler Group: assets under management

The assets under management (AUM) of The Spangler Group, Inc. is $106.08 million. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $101.12 million in discretionary accounts and $4.96 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $609.18 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $309.95 thousand.
The Spangler Group has custody of $71.26 million in cash and securities for 25 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Spangler Group, Inc. for their services and products based on fixed fees and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Seattle

The principal office where The Spangler Group, Inc. performs its advisory services is located at 2802 Tenth Ave East, Seattle, WA 98102, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-720-6114 or by fax 206-720-6101. The normal business hours are 9 a.m.-5 p.m. on Monday - Friday. You can find more information about the New York firm at www.spanglergroup.net.


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