Spotlight Asset Group, Inc. Employee Directory

Investment ManagementIllinois, United States11-50 Employees

At Spotlight Asset Group, an SEC-registered investment adviser, we offer comprehensive financial planning and investment management services, including retirement, tax, and estate planning services. We created Spotlight because we saw a need in the financial services industry to provide clients with complete transparency into their overall financial situation. Our team is dedicated to serving our clients by adhering to three guiding principles: transparency, technology, and total wealth. We do that by offering an easy-to-understand flat fee structure and by using the latest technology to give our clients 24/7 access to up-to-date financial plans and a comprehensive picture of all their accounts, whether they are managed by Spotlight or not. We also provide customized investment solutions for each client rather than forcing our clients into a single model portfolio.

*Registration does not mean that the SEC, or any other agency, has sponsored, recommended, or approved an investment adviser. Being a registered investment adviser does not indicate that an investment adviser has attained a particular level of professional competence, education, or special training.

Find Spotlight Asset Group, Inc. employees' phone numbers or email addresses

Spotlight Asset Group, Inc. Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Spotlight Asset Group, Inc.'s Leadership

  • Stylized image of a person
    A. M.
    Content Coordinator
    Phone icon
  • Stylized image of a person
    K. S.
    Administrative Assistant
    Phone icon
  • Stylized image of a person
    L. P.
    Dean
    Phone icon
  • Stylized image of a person
    S. S.
    Dean
    Phone icon

Contact profiles from Spotlight Asset Group, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. M.
    Content Coordinator
    Phone icon
    Apr 25, 2025
  • Stylized image of a person
    K. S.
    Administrative Assistant
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    L. P.
    Dean
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    S. S.
    Dean
    Phone icon
    Oct 22, 2024

Frequently Asked Questions

What is Spotlight Asset Group, Inc. known for?

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Spotlight Asset Group, Inc. was founded in 2016 operates in the Investment Management industry. The company's main headquarters is located in 1 Mid-america Plaza, Floor 3; you can contact the main corporate office by phone at . Explore Spotlight Asset Group, Inc.'s company overview page for more information.

What is Spotlight Asset Group, Inc.'s most common email format?

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Spotlight Asset Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Spotlight Asset Group, Inc. email formats with LeadIQ.

How many employees does Spotlight Asset Group, Inc. have currently?

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Spotlight Asset Group, Inc. has approximately 13 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Spotlight Asset Group, Inc.'s key employees and leadership?

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As of December 2025, Spotlight Asset Group, Inc.'s key employees include:

  • Content Coordinator: A. M.
  • Administrative Assistant: K. S.
  • Dean: L. P.
  • Dean: S. S.

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