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Spence Lingo & Company Ltd (Atlanta)


Spence Lingo & Company Ltd is a related adviser based in Atlanta. It manages $7 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2007.

Spence Lingo & Company provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Spence Lingo & Company: assets under management

The assets under management (AUM) of Spence Lingo & Company Ltd is $7 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.33 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Spence Lingo & Company Ltd for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.

Based in Atlanta

The principal office where Spence Lingo & Company Ltd performs its advisory services is located at 656 Bellemeade Avenue, Atlanta, GA 30318 The mailing address of the firm is P.O. Box 4421, Atlanta, GA 30302 4421. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-369-1889 or by fax 810-885-6979. The normal business hours are 8:00 am - 730 pm on Monday - Friday.


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