SPECTRA INVESTMENT MANAGEMENT, LLC

401 Se Osceola Street
Suite 202
Stuart, Florida 34994
Tel: (772) 324-5640

About SPECTRA INVESTMENT MANAGEMENT, LLC

SPECTRA INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as SPECTRA INVESTMENT MANAGEMENT, LLC. The firm was established in 04/05/2017. They have over 2 offices throughout the country.

SPECTRA INVESTMENT MANAGEMENT, LLC is a Stuart, Florida based Financial Planning firm with nearly $219,978,600 assets under management, offering retirement planning & investment advisory services to 118 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288145
SEC#	801-110258
Assets Managed by Firm	$219,978,600
No. of Clients	118
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
Other (FAMILY OFFICE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	118	$219,978,600
Individuals (other than high net worth individuals)	6	$3,207,097
High net worth individuals	16	$194,410,245
Pension and profit sharing plans	1	$1
Charitable organizations	4	$18,365,850
Corporations or other businesses	5	$3,995,407

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CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 880 Carillon Parkway Saint Petersburg, FL, 33716	$344,868,106,925	1030208	6727
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845

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