Wg Spears LLC is a large advisory firm based in New York. It manages $25 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Connecticut, New Hampshire, New Jersey, New York, and North Carolina.
Wg Spears provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wg Spears LLC is $25 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Wg Spears LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William Gerli Spears has been acting as President since 1 Nov 2006. Llc Abacus And Associates Holdings joined the executive team most recently as the Member.
The principal office where Wg Spears LLC performs its advisory services is located at 147 East 48 Th Street, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-230-9800 or by fax 212-230-9849. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.