Spire Investment Partners LLC

7901 Jones Branch Dr. Suite 800

McLean, VA 22102

(703) 748-5800

spireip.com

Year founded: 2001

Year end: 23017005

No. of retail offices: 0

All 2013-2011 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.

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  • No. of reps, male
  • No. of reps, female
  • No. of producing reps, male
  • No. of producing reps, female
  • No. of reps producing $500K+ /year
  • No. of CFPs
  • No. of full-time employees
  • No. of fee-based advisers served
  • Average payout per rep, per year
  • Avg. annual production of top 20% reps
  • Total payout, per year
  • Cost of E&O insurance per rep, per year
  • Affiliation fees charged per rep, per year
  • Affiliation fee coverage
  • Securities revenues
  • Securities revenues: Stocks
  • Securities revenues: Bonds
  • Securities revenues: ETFs
  • Securities revenues: Other
  • Mutual fund revenues
  • Annuities revenues
  • Annuities revenues: Fixed
  • Annuities revenues: Variable
  • Annuities revenues: Other
  • Insurance revenue
  • Insurance revenues: Life
  • Insurance revenues: Disabilities
  • Insurance revenues: LTC
  • Insurance revenues: Other
  • Alternative revenues
  • Alternative revenues: Hedge funds
  • Alternative revenues: Managed futures
  • Alternative revenues: Private placements
  • Alternative revenues: REITs
  • Alternative revenues: Other
  • Other commission revenues
  • Fee revenues: Rep-managed accounts
  • Fee revenues: Firm-managed accounts
  • Fee revenues: Outside-managed accounts
  • Fee revenues: Other
  • Fee-based assets: Clearing firm
  • Fee-based assets: Advisory firm platforms
  • Fee-based assets: Third-party money managers
  • Fee-based assets: Other
  • Is the firm, or an affiliate of the firm, registered as an investment adviser with the SEC?
  • Allows an adviser to have his/her own RIA
  • RIA platform AUM
  • Retail accounts
  • Advisory accounts
  • Other types of accounts
  • Other types of accounts (specified)

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2013 2012 2011
No. of reps758658
No. of producing reps37035
No. of reps producing $100K-$499K /year182229

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2013 2012 2011
Total revenues$23,017,005$17,014,335
Commission revenues$9,090,802$6,747,505
Fee revenues$12,923,003$9,386,030
Total revenues: Other$1,003,200$880,800
2013 2012 2011
Total account assets0.000.00
Fee-based assets0.000.00
Total account assets: Other0.000.00
Average assets per rep
2013 2012 2011
Excess net capital0.000.00
Total operating expenses0.000.00
Pre-tax earnings0.000.00
Number of active client accounts00
CEODavid L. Blisk
Allows advisers to use social mediaY
Social media sites allowedLinkedIn
Twitter
Dedicated mobile application for advisers?Y
Primary purpose of mobile applicationDigital advisor portal management to documents, cloud systems, and productivity applications.
    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

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