Mary J. Spitler, Ms, LLC is an adviser based in Laramie. It manages $17.51 million of regulatory assets for 107 client accounts. It has been registered with the SEC as an adviser since 2017.
Mary J. Spitler, Ms provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mary J. Spitler, Ms, LLC is $17.51 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mary J. Spitler, Ms, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Mary J. Spitler, Ms, LLC performs its advisory services is located at 1324 Steele St, Laramie, WY 82070, 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 307-742-3999 or by fax 307-742-3999. The normal business hours are 8:30 am - 4:00 pm on Other. You can find more information about the New York firm at thefpoffice.com.