Spencer International Advisors Inc (Clearwater)

Name: Spencer International Advisors Inc
Address: 1401 South Fort Harrison Avenue, Clearwater, FL, 33756 2002
Telephone: 727-445-9473

Spencer International Advisors Inc is a large advisory firm based in Clearwater. It manages $65.56 million of regulatory assets for 500 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Minnesota, New Hampshire, Texas, and Vermont.

Spencer International Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Spencer International Advisors: assets under management

The assets under management (AUM) of Spencer International Advisors Inc is $65.56 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $65.56 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $131.12 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Spencer International Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Spencer International Advisors Inc

James Lafayette Spencer has been acting as President since 1 Nov 1993. Lynda Ann Gorby joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Lafayette Spencer	Director/chairman	1 Nov 1993	50% - 75%	431840
Scott Andrew Spencer	Director/president	1 Nov 1993	Other	2231036
Wendy Ann Spencer	Director/vice president/secretary	1 Nov 1993	Other	2438932
Stephen James Spencer	Director	1 Jun 1995	Other	4360572
James Lafayette Spencer	President and chief executive officer	1 Mar 2010	75% - 100%	431840
Helen Sylvia Rimensnyder	Chief compliance officer	1 Apr 2010	Other	4966362
Lynda Ann Gorby	Director	1 Jul 2010	Other	5832921

Based in Clearwater

The principal office where Spencer International Advisors Inc performs its advisory services is located at 1401 South Fort Harrison Avenue, Clearwater, FL 33756 2002, 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 727-445-9473 or by fax 727-445-9405. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.spencerinternational.com.