SPECTRUM WEALTH ADVISORY GROUP, LLC - Financial Advisor in California, Granite Bay

Tel: (916) 772-5970 5925 Granite Lake Drive Suite 130 Granite Bay, California 95746

About SPECTRUM WEALTH ADVISORY GROUP, LLC

SPECTRUM WEALTH ADVISORY GROUP, LLC is a Granite Bay, California based financial advisory firm with nearly $282,781,344 in assets under management and provides investment advisory services for 1202 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

298632

Firm SEC#:

801-114024

Assets Under Management:

$282,781,344

No. of Clients:

1202

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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