Overview

Spotlight Asset Group is a cutting-edge, fee-based RIA that is seeking advisors and firms looking to grow their book of business and maximize their earnings potential. Starting with an incredibly strong leadership team possessing significant industry experience, we opened our Chicagoland headquarters in May 2017 and have quickly grown to more than $240M in AUM. In addition to our Chicagoland location, Spotlight also has offices in Ann Arbor, Calabasas, Seattle and Orange County. We strive to provide one of the strongest leadership teams in the industry, and to that end we have plans to continue adding accomplished executives in the coming year. We also aim to stay ahead of the curve in our fast-changing industry by providing our advisors and our clients with the best technology available and to be as transparent as possible in our operations. If you are interested in joining our team and being a part of something special, we’d love to hear from you. We are open to advisors and firms in any location in the U.S. and are also open to acquisitions if the there is a good fit. Contact Tony Schmitt, our Director of Wealth Management, for more information.

Tony Schmitt
Director of Wealth Management
Spotlight Asset Group
Direct: ___-___-____
Office: ___-___-____
___

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...