SPI STRATEGIES, LLC
CRD #130295 SEC #801-112085 OAKLAND, CA 510-208-6100
SEC Registered
Total AUM
$2.9M
Discretionary
$2.9M
Employees
5
Clients
0
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2020 | $2.9M | $2.9M | $0 | 5 | 0 |
| Mar 2020 | $2.9M | $2.9M | $0 | 5 | 0 |
| Feb 2019 | $105M | $105M | $0 | 5 | 0 |
| Oct 2018 | $115M | $115M | $0 | 5 | 0 |
| Mar 2018 | $115M | $115M | $0 | 5 | 0 |
| Mar 2018 | $115M | $115M | $0 | 5 | 0 |
| Oct 2017 | $116.5M | $116.5M | $0 | 5 | 0 |
| Aug 2017 | $108.8M | $108.8M | $0 | 5 | 1 |
| Aug 2017 | $108.8M | $108.8M | $0 | 5 | 1 |
DateApr 2020
Total AUM$2.9M
Discretionary$2.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$2.9M
Discretionary$2.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients0
DateOct 2017
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees5
Clients0
DateAug 2017
Total AUM$108.8M
Discretionary$108.8M
Non-Disc.$0
Employees5
Clients1
DateAug 2017
Total AUM$108.8M
Discretionary$108.8M
Non-Disc.$0
Employees5
Clients1