Spinnaker Investment Group

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Spinnaker Investment Group — overview

About

Spinnaker Investment Group is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. The services it provides include financial planning, estate planning, retirement planning, portfolio management, investment management, debt management, tax planning and insurance planning services. The services are offered to individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporations and business entities.

Spinnaker Investment Group - known decision makers (11)

Position	Location	Asset Class
Chief Executive Officer, Chief Investment Officer	Newport Beach, US	GEN
Chief Financial Officer, Partner	Newport Beach, US	GEN
Client Service Associate & Associate Advisor	Newport Beach, US	GEN
Director of Financial Planning	Newport Beach, US	GEN
Financial Advisor	Newport Beach, US	GEN

Showing 5 of 11 known decision makers Spinnaker Investment Group

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