SPECTRUM FINANCIAL INC

272 Bendix Road, Ste 600
Virginia Beach, Virginia 23452
Tel: 757-463-7600

About SPECTRUM FINANCIAL INC

SPECTRUM FINANCIAL INC, formally registered with the SEC as SPECTRUM FINANCIAL INC. The firm was established in 12/30/1988. They have over 1 offices throughout the country.

SPECTRUM FINANCIAL INC is a Virginia Beach, Virginia based Financial Planning firm with nearly $292,322,759 assets under management, offering retirement planning & investment advisory services to 243 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105618
SEC#	801-33311
Assets Managed by Firm	$292,322,759
No. of Clients	243
No. of Advisors	6

Fee Structure

A percentage of AUM
Other (SERVICE FEE/SUB ADVISORY FEE)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Other (ASSET ALLOCATION SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	243	$292,322,759
Individuals (other than high net worth individuals)	218	$38,265,729
Pension and profit sharing plans	2	$1,994,435
Charitable organizations	9	$2,620,460
Corporations or other businesses	4	$4,443,013

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