SPECTRUM EQUITY

One International Place, 35th Floor
Boston, Massachusetts 02110
Tel: 617-464-4600

About SPECTRUM EQUITY

SPECTRUM EQUITY, formally registered with the SEC as SPECTRUM EQUITY. The firm was established in 03/30/2012. They have over 2 offices throughout the country.

SPECTRUM EQUITY is a Boston, Massachusetts based Financial Planning firm with nearly $8,324,089,186 assets under management, offering retirement planning & investment advisory services to 29 clients. The firm is staffed with 74 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160619
SEC#	801-73421
Assets Managed by Firm	$8,324,089,186
No. of Clients	29
No. of Advisors	74

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	29	$8,324,089,186

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