Spotlight Asset Group

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

9655 Granite Ridge Dr Ste 200, San Diego...

Phone Number

(858) 737-6303

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Spotlight Asset Group

Spotlight Asset Group offers comprehensive wealth management services that utilize advanced technology to ensure transparency in financial dealings. Their approach focuses on managing all aspects of clients' financial lives, allowing them to dedicate more time to their passions. The firm emphasizes clear communication regarding fees and investment performance to foster effective client relationships. As an SEC-registered investment adviser, Spotlight is committed to providing a specialized experience through best-in-class financial analysis tools.Explore more
Spotlight Asset Group's Social MediaPopular SearchesSpotlight Asset Group IncSpotlight Asset GroupSpotlightassetgroup ComSIC Code 62,628NAICS Code 52,523Show more

Spotlight Asset Group Org Chart

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Chief Executive Officer

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Director, Operations

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Corporate Office Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Spotlight Asset Group

<$5M
11-50
Private
<$5M
-
<$5M
1-10
Private
-
1997
KS
Kim SandsManager, Client Services
<$5M
1-10
Private
-
-
KS
Kevin SerrapedeInvestment Advisor & Representative & Chief Compliance Officer
<$5M
1-10
Private
<$5M
2009
Gerard Imhoff, President at Gateway Advisory
Gerard ImhoffPresident
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2013
JM
Jeronimo MartinezDirector of Public Funds
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Spotlight Asset Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Spotlight Asset Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Spotlight Asset Group.

Spotlight Asset Group financials insights

Gather financial insights about Spotlight Asset Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Spotlight Asset Group Tech Stack

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Frequently Asked Questions Regarding Spotlight Asset Group

What is Spotlight Asset Group's official website?
Spotlight Asset Group's official website is www.spotlightassetgroup.com
What is Spotlight Asset Group's Revenue?
Spotlight Asset Group's revenue is <$5 Million
What is Spotlight Asset Group's SIC code?
Spotlight Asset Group's SIC: 62,628
What is Spotlight Asset Group's NAICS code?
Spotlight Asset Group's NAICS: 52,523
How many employees does Spotlight Asset Group have?
Spotlight Asset Group has 11-50 employees
What industry does Spotlight Asset Group belong to?
Spotlight Asset Group is in the industry of: Finance, Securities Trading
What is Spotlight Asset Group competition?
Spotlight Asset Group top competitors include: Pillar Wealth Management, Wealth Advisory Services, Cresta Advisors, Gateway Advisory
What technology does Spotlight Asset Group use?
Some of the popular technologies that Spotlight Asset Group uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Spotlight Asset Group?
Spotlight Asset Group contact info: Phone number: (858) 737-6303 Website: www.spotlightassetgroup.com
What does Spotlight Asset Group do?

Spotlight Asset Group offers comprehensive wealth management services that utilize advanced technology to ensure transparency in financial dealings. Their approach focuses on managing all aspects of clients' financial lives, allowing them to dedicate more time to their passions. The firm emphasizes clear communication regarding fees and investment... performance to foster effective client relationships. As an SEC-registered investment adviser, Spotlight is committed to providing a specialized experience through best-in-class financial analysis tools.Read More

What are Spotlight Asset Group social media links?
Spotlight Asset Group Linkedin page Spotlight Asset Group Twitter page Spotlight Asset Group Facebook page
Is Spotlight Asset Group a public company?
Spotlight Asset Group is private company therefore does not currently have an official ticker symbol
See more information about Spotlight Asset Group

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