SPINNAKER FINANCIAL ADVISORS, LLC
CRD #118885 SEC #801-67857 IDAHO FALLS, ID 208-542-0742
SEC Registered
Total AUM
$41.9M
Discretionary
$41.8M
Employees
1
Clients
26
Accounts
203
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $41.9M | $41.8M | $117.3K | 1 | 26 |
| Mar 2012 | $38.8M | $38.7M | $84.3K | 1 | 26 |
| Mar 2011 | $41.1M | $40.6M | $436.1K | 5 | -- |
| Mar 2008 | $39.5M | $39.5M | $0 | 5 | -- |
| Apr 2007 | $38M | $38M | $0 | 5 | -- |
| Apr 2007 | $38M | $38M | $0 | 5 | -- |
DateMay 2012
Total AUM$41.9M
Discretionary$41.8M
Non-Disc.$117.3K
Employees1
Clients26
DateMar 2012
Total AUM$38.8M
Discretionary$38.7M
Non-Disc.$84.3K
Employees1
Clients26
DateMar 2011
Total AUM$41.1M
Discretionary$40.6M
Non-Disc.$436.1K
Employees5
Clients--
DateMar 2008
Total AUM$39.5M
Discretionary$39.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees5
Clients--