SPECTRUM PLANNING & ADVISORY SERVICES INC. of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 170093). Regulatory assets under management: $235.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Jeremy Scot Martinson | CHIEF FINANCIAL OFFICER | — |
| Danielle Learene Luster | PRESIDENT | — |
| Brentt Allen Hoover | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| MARTINSON JEREMY SCOT | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| LUSTER DANIELLE LEARENE | PRESIDENT | — |
| HOOVER BRENTT ALLEN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |