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Spotlight Asset Group

Spotlight Asset Group

Investment Management, 952 Echo Ln, Oakbrook Terrace, Illinois, 77024, United States, 11-50 Employees

spotlightassetgroup.com

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Who is SPOTLIGHT ASSET GROUP

At Spotlight Asset Group, an SEC-registered investment adviser, we offer comprehensive financial planning and investment management services, including retirement, tax, and estate plannin...

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  • 952 Echo Ln, Oakbrook Terrace, Illinois, 77024, United States Headquarters: 952 Echo Ln, Oakbrook Terrace, Illinois, 77024, United States
  • 2016 Date Founded: 2016
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $25 Million to $50 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6282

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Spotlight Asset Group Org Chart and Mapping

Employees
David Tsow

David Tsow

Managing Director

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Frequently Asked Questions Regarding Spotlight Asset Group

Answer: Spotlight Asset Group's headquarters are located at 952 Echo Ln, Oakbrook Terrace, Illinois, 77024, United States

Answer: Spotlight Asset Group's phone number is +16*********

Answer: Spotlight Asset Group's official website is https://spotlightassetgroup.com

Answer: Spotlight Asset Group's revenue is $25 Million to $50 Million

Answer: Spotlight Asset Group's SIC: 6282

Answer: Spotlight Asset Group has 11-50 employees

Answer: Spotlight Asset Group is in Investment Management

Answer: Spotlight Asset Group contact info: Phone number: +16********* Website: https://spotlightassetgroup.com

Answer: 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.

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