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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 $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 Status | Approved |
| 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 Clients | AUM | |
|---|---|---|
| Firm Total | 253 | $370,399,055 |
| Individuals (other than high net worth individuals) | 227 | $40,047,947 |
| Pension and profit sharing plans | 2 | $2,372,220 |
| Charitable organizations | 9 | $2,201,032 |
| Corporations or other businesses | 5 | $4,365,049 |
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