FINANCIAL SPECTRUM INC.

FINANCIAL SPECTRUM INC. of JENKINTOWN, PA is an SEC-registered investment adviser (CRD 123169). Regulatory assets under management: $5.6M.

Registration

• CRD: 123169
• Type: Registered investment adviser
• Location: 800 WEST AVENUE, JENKINTOWN, PA, 19046-2831
• Phone: 215-659-5723
• Latest filing: 2026-08-04
• Regulatory AUM: $5.6M
• Non-discretionary AUM: $5.6M
• Clients: 1
• Accounts: 23

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123169 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search