RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Idaho
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 18, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CALL, JOSEPH, RIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
CALL, JOSEPH, RIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
CALL, JOSEPH, RIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
CALL, JOSEPH, RIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
CALL, JOSEPH, RIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
CALL, JOSEPH, RIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
May 18, 2012 REGISTERED

Notice Filings (1)

ID

Address

2962 CORTEZ AVENUE
IDAHO FALLS, ID 83404
United States
Phone: 208-542-0742