Doyle, Riley & Spoor, Pa (St. Petersburg)

Doyle, Riley & Spoor, Pa is a large advisory firm based in St. Petersburg. It manages $89.31 million of regulatory assets for 337 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Arkansas, Florida, Georgia, and 3 other states.

Doyle, Riley & Spoor, Pa provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Doyle, Riley & Spoor, Pa: assets under management

The assets under management (AUM) of Doyle, Riley & Spoor, Pa is $89.31 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $77.48 million in discretionary accounts and $11.83 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $401.45 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $82.16 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Doyle, Riley & Spoor, Pa for their services and products based on a percentage of assets under management and hourly charges. 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 Doyle, Riley & Spoor, Pa

Robert Doyle has been acting as President since 1 Aug 1997. Anthony Allen Anderson joined the executive team most recently as the President/Chief Compliance Officer/Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Doyle	President	1 Aug 1997	50% - 75%	2941804
Robert Joseph Riley	Vice president	1 Aug 1997	25% - 50%	4615881
Frederick G Spoor	Vice president	1 Aug 1997	25% - 50%	4615885
Robert Doyle	President/chief compliance officer	1 Sep 2004	50% - 75%	2941804
Anthony Allen Anderson	President/chief compliance officer/chief operating officer	1 Mar 2005	Other	2640022

Based in St. Petersburg

The principal office where Doyle, Riley & Spoor, Pa performs its advisory services is located at 6830 Central Avenue, St. Petersburg, FL 33707, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.