SPG ADVISORS LLC
CRD #284496 SEC #801-118756 KIRKLAND, WA 425-821-9442
SEC Registered Disclosures
Total AUM
$462.8M
Discretionary
$462.8M
Employees
8
Clients
--
Accounts
2,177
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $462.8M | $462.8M | $0 | 8 | 0 |
| Sep 2025 | $462.8M | $462.8M | $0 | 8 | 0 |
| Jun 2025 | $462.8M | $462.8M | $0 | 9 | 0 |
| May 2025 | $462.8M | $462.8M | $0 | 9 | 0 |
| Mar 2025 | $462.8M | $462.8M | $0 | 9 | 0 |
| Sep 2024 | $401M | $393.4M | $7.5M | 10 | 0 |
| Mar 2024 | $401M | $393.4M | $7.5M | 10 | 0 |
| Oct 2023 | $344.1M | $338.1M | $6M | 11 | 0 |
| Oct 2023 | $344.1M | $344.1M | $0 | 11 | 0 |
| May 2023 | $281.1M | $281.1M | $0 | 9 | 0 |
| Mar 2023 | $281.1M | $281.1M | $0 | 9 | 0 |
| Nov 2022 | $268.7M | $268.7M | $0 | 9 | 0 |
| Oct 2022 | $268.7M | $268.7M | $0 | 9 | 0 |
| Mar 2022 | $268.7M | $268.7M | $0 | 9 | 0 |
| Nov 2021 | $233.5M | $114.7M | $118.8M | 9 | 0 |
| Aug 2021 | $233.5M | $114.7M | $118.8M | 10 | 0 |
| Jul 2021 | $233.5M | $114.7M | $118.8M | 10 | 0 |
| Mar 2021 | $233.5M | $114.7M | $118.8M | 9 | 0 |
| Mar 2021 | $233.5M | $114.7M | $118.8M | 9 | 0 |
| Oct 2020 | $150M | $65.8M | $84.1M | 9 | 0 |
| Jun 2020 | $150M | $65.8M | $84.1M | 9 | 0 |
| Jun 2020 | $150M | $65.8M | $84.1M | 9 | 0 |
| Jun 2020 | $150M | $65.8M | $84.1M | 9 | 0 |
| Jun 2020 | $150M | $65.8M | $84.1M | 9 | 0 |
| May 2020 | $150M | $65.8M | $84.1M | 9 | 0 |
| May 2020 | $150M | $65.8M | $84.1M | 9 | 0 |
| May 2020 | $150M | $65.8M | $84.1M | 8 | 0 |
| Apr 2020 | $131.9M | $43.7M | $88.2M | 8 | 0 |
DateOct 2025
Total AUM$462.8M
Discretionary$462.8M
Non-Disc.$0
Employees8
Clients0
DateSep 2025
Total AUM$462.8M
Discretionary$462.8M
Non-Disc.$0
Employees8
Clients0
DateJun 2025
Total AUM$462.8M
Discretionary$462.8M
Non-Disc.$0
Employees9
Clients0
DateMay 2025
Total AUM$462.8M
Discretionary$462.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$462.8M
Discretionary$462.8M
Non-Disc.$0
Employees9
Clients0
DateSep 2024
Total AUM$401M
Discretionary$393.4M
Non-Disc.$7.5M
Employees10
Clients0
DateMar 2024
Total AUM$401M
Discretionary$393.4M
Non-Disc.$7.5M
Employees10
Clients0
DateOct 2023
Total AUM$344.1M
Discretionary$338.1M
Non-Disc.$6M
Employees11
Clients0
DateOct 2023
Total AUM$344.1M
Discretionary$344.1M
Non-Disc.$0
Employees11
Clients0
DateMay 2023
Total AUM$281.1M
Discretionary$281.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$281.1M
Discretionary$281.1M
Non-Disc.$0
Employees9
Clients0
DateNov 2022
Total AUM$268.7M
Discretionary$268.7M
Non-Disc.$0
Employees9
Clients0
DateOct 2022
Total AUM$268.7M
Discretionary$268.7M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$268.7M
Discretionary$268.7M
Non-Disc.$0
Employees9
Clients0
DateNov 2021
Total AUM$233.5M
Discretionary$114.7M
Non-Disc.$118.8M
Employees9
Clients0
DateAug 2021
Total AUM$233.5M
Discretionary$114.7M
Non-Disc.$118.8M
Employees10
Clients0
DateJul 2021
Total AUM$233.5M
Discretionary$114.7M
Non-Disc.$118.8M
Employees10
Clients0
DateMar 2021
Total AUM$233.5M
Discretionary$114.7M
Non-Disc.$118.8M
Employees9
Clients0
DateMar 2021
Total AUM$233.5M
Discretionary$114.7M
Non-Disc.$118.8M
Employees9
Clients0
DateOct 2020
Total AUM$150M
Discretionary$65.8M
Non-Disc.$84.1M
Employees9
Clients0
DateJun 2020
Total AUM$150M
Discretionary$65.8M
Non-Disc.$84.1M
Employees9
Clients0
DateJun 2020
Total AUM$150M
Discretionary$65.8M
Non-Disc.$84.1M
Employees9
Clients0
DateJun 2020
Total AUM$150M
Discretionary$65.8M
Non-Disc.$84.1M
Employees9
Clients0
DateJun 2020
Total AUM$150M
Discretionary$65.8M
Non-Disc.$84.1M
Employees9
Clients0
DateMay 2020
Total AUM$150M
Discretionary$65.8M
Non-Disc.$84.1M
Employees9
Clients0
DateMay 2020
Total AUM$150M
Discretionary$65.8M
Non-Disc.$84.1M
Employees9
Clients0
DateMay 2020
Total AUM$150M
Discretionary$65.8M
Non-Disc.$84.1M
Employees8
Clients0
DateApr 2020
Total AUM$131.9M
Discretionary$43.7M
Non-Disc.$88.2M
Employees8
Clients0