Overview
Assets Under Management: $283 million
Headquarters: GRANITE BAY, CA
High-Net-Worth Clients: 196
Average Client Assets: $1 million
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