SPECTRUM WEALTH MANAGEMENT - Financial Advisor in Indiana, Indianapolis

Tel: 317-663-5600 600 East 96th Street, Suite 130 Indianapolis, Indiana 46240

About SPECTRUM WEALTH MANAGEMENT

SPECTRUM WEALTH MANAGEMENT is a Indianapolis, Indiana based financial advisory firm with nearly $976,381,669 in assets under management and provides investment advisory services for 1263 clients. There are currently 13 financial advisors at the firm.

General Information

Firm CRD#:

323651

Firm SEC#:

801-126882

Assets Under Management:

$976,381,669

No. of Clients:

1263

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
Selection for other advisors
Other (INSURANCE SOLUTIONS; CREDIT AND CASH MANAGEMENT SOLUTIONS)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (REV SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS)

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