SPECTRUM FINANCIAL RESOURCES

1661 W. Big Beaver
Troy, Michigan 48084
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 $197,393,287 assets under management, offering retirement planning & investment advisory services to 1046 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	$197,393,287
No. of Clients	1046
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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (CONSULTING SERVICES AND SEMINARS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1046	$197,393,287
Individuals (other than high net worth individuals)	256	$135,763,261
High net worth individuals	55	$61,630,026

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