SPC Financial
Overview
SPC Financial is a wealth management and financial planning firm based in Rockville, Maryland. They offer a range of services, including asset preservation, asset transfer, business planning, and investment management advisory services. Their clientele includes business owners, foundations, attorneys, professionals, executives, entrepreneurs, parents, grandparents, domestic partners, and widows. The firm's investment programs are individually designed to address clients' financial needs, integrating estate and tax provisions into comprehensive financial plans. They emphasize a human-centric approach to wealth management, providing personalized solutions to complex financial challenges. SPC Financial has assisted over 2,000 families in pursuing their unique wealth management, estate, and tax planning goals. They manage approximately $1.39 billion in assets under management, reflecting their significant presence in the financial advisory sector.
Portfolio Companies
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Unlock full contacts →Frequently asked questions about SPC Financial
What sectors does SPC Financial invest in?
SPC Financial invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Maryland, United States. SPC Financial is listed as a other in the ConnectSafely investor database.
What stage does SPC Financial invest at?
SPC Financial backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does SPC Financial invest in?
SPC Financial invests across United States.
What companies has SPC Financial invested in?
SPC Financial's portfolio includes Mid-America Apartment Communities, Omeros and Republic Services Inc..
Last updated · Source: ConnectSafely investor database
