SPECTRUM FINANCIAL RESOURCES

6915 Rochester Rd., Ste 200
Troy, Michigan 48085
Tel: 248-643-0033

About SPECTRUM FINANCIAL RESOURCES

SPECTRUM FINANCIAL RESOURCES, formally registered with the SEC as SPECTRUM FINANCIAL RESOURCES. The firm was established in 08/23/2022. They have over 3 offices throughout the country.

SPECTRUM FINANCIAL RESOURCES is a Troy, Michigan based Financial Planning firm with nearly $156,882,480 assets under management, offering retirement planning & investment advisory services to 962 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127453
SEC#	801-126271
Assets Managed by Firm	$156,882,480
No. of Clients	962
No. of Advisors	6

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Other(REFERRAL FEES FROM THIRD-PARTY MANAGERS)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	962	$156,882,480
Individuals (other than high net worth individuals)	201	$109,493,668
High net worth individuals	87	$47,388,812

Inquire with SPECTRUM FINANCIAL RESOURCES

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