SPECTRA INVESTMENT MANAGEMENT, LLC - Financial Advisor in Florida, Stuart

Tel: (772) 324-5640 401 Se Osceola Street Suite 202 Stuart, Florida 34994

About SPECTRA INVESTMENT MANAGEMENT, LLC

SPECTRA INVESTMENT MANAGEMENT, LLC is a Stuart, Florida based financial advisory firm with nearly $219,978,600 in assets under management and provides investment advisory services for 118 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

288145

Firm SEC#:

801-110258

Assets Under Management:

$219,978,600

No. of Clients:

118

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
Other (FAMILY OFFICE SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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