Overview
Assets Under Management: $549 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 112
Average Client Assets: $4.3 million
Frequently Asked Questions
SPECTRUM MANAGEMENT GROUP, 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 #154532), SPECTRUM MANAGEMENT GROUP, INC. is subject to fiduciary duty under federal law.
SPECTRUM MANAGEMENT GROUP, INC. is headquartered in INDIANAPOLIS, IN.
SPECTRUM MANAGEMENT GROUP, INC. serves 112 high-net-worth clients according to their SEC filing dated March 16, 2018. View client details ↓
According to their SEC Form ADV, SPECTRUM MANAGEMENT GROUP, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
SPECTRUM MANAGEMENT GROUP, INC. manages $549 million in client assets according to their SEC filing dated March 16, 2018.
According to their SEC Form ADV, SPECTRUM MANAGEMENT GROUP, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 112
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.65%
Average Client Assets: $4.3 million
Total Client Accounts: 864
Discretionary Accounts: 851
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 154532
Filing ID: 1187870
Last Filing Date: 2018-03-16 13:42:00