Overview
Assets Under Management: $207 million
Headquarters: TROY, MI
High-Net-Worth Clients: 112
Average Client Assets: $655,989
Frequently Asked Questions
SPECTRUM FINANCIAL RESOURCES, LLC 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 #127453), SPECTRUM FINANCIAL RESOURCES, LLC is subject to fiduciary duty under federal law.
SPECTRUM FINANCIAL RESOURCES, LLC is headquartered in TROY, MI.
SPECTRUM FINANCIAL RESOURCES, LLC serves 112 high-net-worth clients according to their SEC filing dated April 21, 2025. View client details ↓
According to their SEC Form ADV, SPECTRUM FINANCIAL RESOURCES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SPECTRUM FINANCIAL RESOURCES, LLC manages $207 million in client assets according to their SEC filing dated April 21, 2025.
According to their SEC Form ADV, SPECTRUM FINANCIAL RESOURCES, LLC 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
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