Overview
Assets Under Management: $444 million
Headquarters: NICHOLASVILLE, KY
High-Net-Worth Clients: 2
Average Client Assets: $74 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.43
Average High-Net-Worth Client Assets: $74 million
Total Client Accounts: 1,549
Discretionary Accounts: 1,549
Regulatory Filings
CRD Number: 125147
Filing ID: 2012559
Last Filing Date: 2025-08-29 13:46:00
Website: https://spectrumalliance.com