Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > florida > stuart > SPECTRA INVESTMENT MANAGEMENT, LLC
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 |
More Retirement Planning firms in Stuart, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
Explore More Retirement Advisors in Stuart, Florida