Overview
Assets Under Management: $646 million
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 125
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 125
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.45
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 921
Discretionary Accounts: 920
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 111007
Last Filing Date: 2024-08-06 00:00:00
Website: https://myspectrum.com