Spruce Investment Advisors

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

263 Tresser Blvd Ste 1501, Stamford, Con...

Phone Number

(203) 428-2600

Revenue

$6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Spruce Investment Advisors

Spruce Investment Advisors, founded in 2001 by John Bailey, is an independent investment advisory firm. Our mission is to provide customized investment solutions to individuals & institutional investors. We provide outsourced CIO solutions to foundations, endowments, & other institutions. Led by Managing Partners John Bailey & Michael Mahaffy, our proprietary asset allocation models are tailored to match our clients objectives. We are a Registered Investment Advisor (RIA) based in Stamford, CT.Explore more
Spruce Investment Advisors's Social MediaPopular SearchesSpruce Investment Advisors LLCSpruce Investments LLCSpruce Investment AdvisorsSpruce Private InvestorsPrivate Investors LLCSIC Code 62,628NAICS Code 52,523Show more

Spruce Investment Advisors Org Chart

PhoneEmail
JW
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Managing Director

PhoneEmail
RB
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Vice President, Client Services

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Spruce Investment Advisor...

$6M
1-10
Private
-
2001
JW
Jeffrey WestfieldManaging Director
<$5M
11-50
Private
-
2003
CL
Charles LynamPartner, Chief Financial Officer
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
1-10
Private
-
-
Ryan Ricedorff, President, Certified Financial & Planner at Tribeca Financial
Ryan RicedorffPresident, Certified Financial & Planner
<$5M
1-10
Private
-
2008
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Spruce Investment Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Spruce Investment Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Spruce Investment Advisors.

Spruce Investment Advisors Tech Stack

A closer look at the technologies used by Spruce Investment Advisors

Top Finance Companies

Frequently Asked Questions Regarding Spruce Investment Advisors

What is Spruce Investment Advisors's official website?
Spruce Investment Advisors's official website is www.spruceinvest.com
What is Spruce Investment Advisors's Revenue?
Spruce Investment Advisors's revenue is $6 Million
What is Spruce Investment Advisors's SIC code?
Spruce Investment Advisors's SIC: 62,628
What is Spruce Investment Advisors's NAICS code?
Spruce Investment Advisors's NAICS: 52,523
How many employees does Spruce Investment Advisors have?
Spruce Investment Advisors has 1-10 employees
What industry does Spruce Investment Advisors belong to?
Spruce Investment Advisors is in the industry of: Finance, Securities Trading
What is Spruce Investment Advisors competition?
Spruce Investment Advisors top competitors include: Woodmont Investment Counsel, Journey Capital Advisers, Marquam Capital, Wainwright Investment Counsel
What technology does Spruce Investment Advisors use?
Some of the popular technologies that Spruce Investment Advisors uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, Microsoft Exchange Online
How do I contact Spruce Investment Advisors?
Spruce Investment Advisors contact info: Phone number: (203) 428-2600 Website: www.spruceinvest.com
What does Spruce Investment Advisors do?

Spruce Investment Advisors, founded in 2001 by John Bailey, is an independent investment advisory firm. Our mission is to provide customized investment solutions to individuals & institutional investors. We provide outsourced CIO solutions to foundations, endowments, & other institutions. Led by Managing Partners John Bailey & Michael Mahaffy, our... proprietary asset allocation models are tailored to match our clients objectives. We are a Registered Investment Advisor (RIA) based in Stamford, CT.Read More

What are Spruce Investment Advisors social media links?
Spruce Investment Advisors Linkedin page
Is Spruce Investment Advisors a public company?
Spruce Investment Advisors is private company therefore does not currently have an official ticker symbol
See more information about Spruce Investment Advisors

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