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Home > Retirement Planners > texas > addison > SPECTRUM ADVISORS, INC.
SPECTRUM ADVISORS, INC.
15301 Spectrum Drive
Suite 115
Addison, Texas 75001
Tel: 972-931-3700
About SPECTRUM ADVISORS, INC.
SPECTRUM ADVISORS, INC, formally registered with the SEC as SPECTRUM ADVISORS, INC. The firm was established in 07/15/2022. They have over 3 offices throughout the country.
SPECTRUM ADVISORS, INC. is a Addison, Texas based Financial Planning firm with nearly $127,000,000 assets under management, offering retirement planning & investment advisory services to 240 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114805 |
| SEC# | 801-126099 |
| Assets Managed by Firm | $127,000,000 |
| No. of Clients | 240 |
| No. of Advisors | 7 |
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
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 240 | $127,000,000 |
| Individuals (other than high net worth individuals) | 215 | $68,000,000 |
| High net worth individuals | 35 | $59,000,000 |
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