SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC

1745 Nw Kings Blvd.
Corvallis, Oregon 97330-1905
Tel: (541) 248-2052

About SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC

SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC, formally registered with the SEC as SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC. The firm was established in 02/01/2006. They have over 2 offices throughout the country.

SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC is a Corvallis, Oregon based Financial Planning firm with nearly $209,758,570 assets under management, offering retirement planning & investment advisory services to 728 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	138347
SEC#	801-65858
Assets Managed by Firm	$209,758,570
No. of Clients	728
No. of Advisors	6

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
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	728	$209,758,570
Individuals (other than high net worth individuals)	94	$58,197,276
High net worth individuals	69	$128,330,619
Pension and profit sharing plans	11	$8,090,019
Corporations or other businesses	4	$581,980

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GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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