Lord Spence & Associates (Las Cruces)

Name: Lord Spence & Associates
Address: 2455 East Missouri, Las Cruces, NM, 88001
Telephone: 505-556-8500

Lord Spence & Associates is a large advisory firm based in Las Cruces. It manages $80.1 million of regulatory assets for 995 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, New Mexico, and Texas.

Lord Spence & Associates provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lord Spence & Associates: assets under management

The assets under management (AUM) of Lord Spence & Associates is $80.1 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $80.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $80.5 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lord Spence & Associates for their services and products based on a percentage of assets under management, hourly charges, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lord Spence & Associates

James William Spence has been acting as President since 1 Nov 2000. James Kenneth Stinnett joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James William Spence	President	1 Nov 2000	75% - 100%	1189299
James Kenneth Stinnett	Vice president	1 Nov 2000	Other	1069244

Based in Las Cruces

The principal office where Lord Spence & Associates performs its advisory services is located at 2455 East Missouri, Las Cruces, NM 88001, which is also the mailing address of the firm. An additional office of the firm is in El Paso, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 505-556-8500 or by fax 505-556-8510. The normal business hours are 7:30am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.spenceassetmanagement.com.