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SPECTRUM FINANCIAL INC

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

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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 $370,399,055 assets under management, offering retirement planning & investment advisory services to 253 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105618
SEC# 801-33311
Assets Managed by Firm $370,399,055
No. of Clients 253
No. of Advisors 6

Fee Structure

  • A Percentage of AUM
  • Other(SERVICE FEE/SUB ADVISORY FEE)

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment

Firm Client Information

No. of ClientsAUM
Firm Total253$370,399,055
Individuals (other than high net worth individuals)227$40,047,947
Pension and profit sharing plans2$2,372,220
Charitable organizations9$2,201,032
Corporations or other businesses5$4,365,049
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