Overview
Assets Under Management: $160 million
Headquarters: PLANO, TX
High-Net-Worth Clients: 38
Average Client Assets: $2.3 million
Frequently Asked Questions
SPECTRUM ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114805), SPECTRUM ADVISORS, INC. is subject to fiduciary duty under federal law.
SPECTRUM ADVISORS, INC. is headquartered in PLANO, TX.
SPECTRUM ADVISORS, INC. serves 38 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, SPECTRUM ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
SPECTRUM ADVISORS, INC. manages $160 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, SPECTRUM ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.75%
Average Client Assets: $2.3 million
Total Client Accounts: 890
Discretionary Accounts: 890
Regulatory Filings
CRD Number: 114805
Filing ID: 2085457
Last Filing Date: 2026-03-31 16:16:01