SPECTRUM WEALTH ADVISORY GROUP, LLC

5925 Granite Lake Drive
Suite 130
Granite Bay, California 95746
Tel: (916) 772-5970

About SPECTRUM WEALTH ADVISORY GROUP, LLC

SPECTRUM WEALTH ADVISORY GROUP, LLC, formally registered with the SEC as SPECTRUM WEALTH ADVISORY GROUP, LLC. The firm was established in 09/21/2018. They have over 1 offices throughout the country.

SPECTRUM WEALTH ADVISORY GROUP, LLC is a Granite Bay, California based Financial Planning firm with nearly $282,781,344 assets under management, offering retirement planning & investment advisory services to 1202 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298632
SEC#	801-114024
Assets Managed by Firm	$282,781,344
No. of Clients	1202
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
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	1202	$282,781,344
Individuals (other than high net worth individuals)	360	$60,510,809
High net worth individuals	164	$206,324,523
Pension and profit sharing plans	6	$14,746,270
Charitable organizations	Fewer than 5 clients	$1,199,742

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BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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