Overview
Assets Under Management: $207 million
Headquarters: TROY, MI
High-Net-Worth Clients: 112
Average Client Assets: $655,989
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 112
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.56
Average High-Net-Worth Client Assets: $655,989
Total Client Accounts: 1,188
Discretionary Accounts: 502
Non-Discretionary Accounts: 686
Regulatory Filings
CRD Number: 127453
Filing ID: 1981202
Last Filing Date: 2025-04-21 12:48:00
Website: https://spectrumfr.com