Directory of Professional Retirement Planners
National Coverage
Local Professionals
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 |
More Retirement Planning firms in Addison, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $298,729,428,900 | 360116 | 4065 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 |
Explore More Retirement Advisors in Addison, Texas