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SPECTRUM CAPITAL MANAGEMENT
13620 Lincoln Way
Suite 290
Auburn, California 95603-3264
Tel: 530-888-9000
About SPECTRUM CAPITAL MANAGEMENT
SPECTRUM CAPITAL MANAGEMENT, formally registered with the SEC as SPECTRUM CAPITAL MANAGEMENT. The firm was established in 04/10/1987. They have over 1 offices throughout the country.
SPECTRUM CAPITAL MANAGEMENT is a Auburn, California based Financial Planning firm with nearly $107,740,262 assets under management, offering retirement planning & investment advisory services to 44 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105830 |
| SEC# | 801-29349 |
| Assets Managed by Firm | $107,740,262 |
| No. of Clients | 44 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 44 | $107,740,262 |
| Individuals (other than high net worth individuals) | 39 | $61,415,070 |
| Pension and profit sharing plans | 2 | $42,343,372 |
| Charitable organizations | 1 | $3,981,820 |
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