SPECTRUM ASSET MANAGEMENT INC - Financial Advisor in California, Newport Beach

Tel: 949-717-3400 1301 Dove Street Suite 720 Newport Beach, California 92660-2453

About SPECTRUM ASSET MANAGEMENT INC

SPECTRUM ASSET MANAGEMENT INC is a Newport Beach, California based financial advisory firm with nearly $646,454,683 in assets under management and provides investment advisory services for 921 clients. There are currently 11 financial advisors at the firm.

General Information

Firm CRD#:

111007

Firm SEC#:

801-30377

Assets Under Management:

$646,454,683

No. of Clients:

921

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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