SPECTRUM FINANCIAL ADVISORS LLC

SPECTRUM FINANCIAL ADVISORS LLC is an SEC-registered investment adviser (CRD 301915). Regulatory assets under management: $20.5M.

Registration

• CRD: 301915
• Type: Registered investment adviser
• Phone: 6155458080
• Latest filing: 2024-04-15
• Regulatory AUM: $20.5M
• Discretionary AUM: $20.5M
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301915 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search