Assets Under Management

$1.4B

Number of Clients

1,240

Number of Advisors

1

Average Client AUM

$1.1M

AUM per Advisor

$1.4B

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

SPC Financial, Inc. is an independent investment advisory firm offering financial planning and portfolio management services. They tailor advice to individual client needs, considering investment objectives and financial circumstances. They also offer tax return preparation and accounting services, as well as insurance products through licensed advisors.

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Loading...
Location

3202 Tower Oaks Blvd, Suite 400, Rockville, MD, 20852-4219

1 Advisors at this firm

Spc Financial Inc | TrueAdvisor