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Spinnaker Investment Group, LLC Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Spinnaker Investment Group, LLC is a boutique, family‑owned investment firm based in Newport Beach, Southern California. It provides personalized financial planning and portfolio management, working directly with clients to design, implement, and oversee their investment strategies. The firm emphasizes helping investors pursue financial independence by setting savings goals and navigating the financial markets with a disciplined, emotion‑free approach.

Its client base includes professionals and individuals seeking a structured path to financial security, with portfolios tailored to their personal goals. Based in Newport Beach, the company operates as a financial planning and investment management firm in Southern California, backed by an experienced team. The emphasis is on objective guidance and practical, long‑term results rather than marketing rhetoric.

Find Spinnaker Investment Group, LLC employees' phone numbers or email addresses

Spinnaker Investment Group, LLC Global Highlights

Location
Employees

North America
20

Minus sign iconPlus sign icon
  • United States Of America
    19
  • Nicaragua
    1

Spinnaker Investment Group, LLC's Leadership

  • Stylized image of a person
    A. C.
    Director , Business Development
    Mobile Phone
  • Stylized image of a person
    J. M.
    Analista De Inversiones
    Mobile Phone

Spinnaker Investment Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Finance

Contact profiles from Spinnaker Investment Group, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. C.
    Director , Business Development
    Mobile Phone
    Oct 24, 2024
  • Stylized image of a person
    J. M.
    Analista De Inversiones
    Mobile Phone
    NicaraguaGranada
    Jul 08, 2026

Frequently Asked Questions

What is Spinnaker Investment Group, LLC known for?

Minus sign iconPlus sign iconSpinnaker Investment Group, LLC was founded in 2016 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-949-396-****
. Explore Spinnaker Investment Group, LLC's company overview page for more information.

What is Spinnaker Investment Group, LLC's most common email format?

Minus sign iconPlus sign iconSpinnaker Investment Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Spinnaker Investment Group, LLC email formats with LeadIQ.

How many employees does Spinnaker Investment Group, LLC have currently?

Minus sign iconPlus sign iconSpinnaker Investment Group, LLC has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Spinnaker Investment Group, LLC's key employees and leadership?

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As of July 2026, Spinnaker Investment Group, LLC's key employees include:

  • Director , Business Development: A. C.
  • Analista De Inversiones: J. M.

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