SPECTRUM FINANCIAL RESOURCES - Financial Advisor in Michigan, Troy

Tel: 248-643-0033 1661 W. Big Beaver Troy, Michigan 48084

About SPECTRUM FINANCIAL RESOURCES

SPECTRUM FINANCIAL RESOURCES is a Troy, Michigan based financial advisory firm with nearly $197,393,287 in assets under management and provides investment advisory services for 1046 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

127453

Firm SEC#:

801-126271

Assets Under Management:

$197,393,287

No. of Clients:

1046

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
Other (CONSULTING SERVICES AND SEMINARS)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES FROM THIRD-PARTY MANAGERS)

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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144046

801-113954

4714

$890,034,531

ISTO ADVISORS, LLC

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2383

$765,669,160

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852

$754,782,297

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617

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