Overview
Assets Under Management: $283 million
Headquarters: GRANITE BAY, CA
High-Net-Worth Clients: 196
Average Client Assets: $1 million
Frequently Asked Questions
SPECTRUM WEALTH ADVISORY GROUP, 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 #298632), SPECTRUM WEALTH ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
SPECTRUM WEALTH ADVISORY GROUP, LLC is headquartered in GRANITE BAY, CA.
SPECTRUM WEALTH ADVISORY GROUP, LLC serves 196 high-net-worth clients according to their SEC filing dated November 06, 2024. View client details ↓
According to their SEC Form ADV, SPECTRUM WEALTH ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
SPECTRUM WEALTH ADVISORY GROUP, LLC manages $283 million in client assets according to their SEC filing dated November 06, 2024.
According to their SEC Form ADV, SPECTRUM WEALTH ADVISORY GROUP, LLC 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
Clients
Number of High-Net-Worth Clients: 196
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.87
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,202
Discretionary Accounts: 1,202
Regulatory Filings
CRD Number: 298632
Last Filing Date: 2024-11-06 00:00:00
Website: https://spectrumw.com