SPECTRUM ADVISORS, INC. - Financial Advisor in Texas, Addison

Tel: 972-931-3700 15301 Spectrum Drive Suite 115 Addison, Texas 75001

About SPECTRUM ADVISORS, INC.

SPECTRUM ADVISORS, INC. is a Addison, Texas based financial advisory firm with nearly $127,000,000 in assets under management and provides investment advisory services for 240 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

114805

Firm SEC#:

801-126099

Assets Under Management:

$127,000,000

No. of Clients:

240

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
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Texas?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Texas, Addison

FirmCRD#:313281

SEC#:801-124827

No. of Advisors:17

No. of Clients:3

AUM:$697,788,039

FirmCRD#:161141

SEC#:801-73633

No. of Advisors:120

No. of Clients:9

AUM:$360,380,987

FirmCRD#:307995

SEC#:801-118395

No. of Advisors:5

No. of Clients:287

AUM:$310,460,586

FirmCRD#:161129

SEC#:801-74334

No. of Advisors:17

No. of Clients:4

AUM:$233,404,197

FirmCRD#:144172

SEC#:801-108907

No. of Advisors:3

No. of Clients:324

AUM:$150,144,000

FirmCRD#:172217

SEC#:801-80065

No. of Advisors:2

No. of Clients:21

AUM:$99,828,000

FirmCRD#:334013

SEC#:801-131810

No. of Advisors:4

No. of Clients:Not Disclosed

AUM:$0

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

PCIM REALTY ADVISORS, LLC

313281

801-124827

$697,788,039

FOUNDATION ENERGY MANAGEMENT

161141

801-73633

120

$360,380,987

MGB WEALTH MANAGEMENT, LLC

307995

801-118395

287

$310,460,586

PHOENIX CAPITAL REALTY ADVISORS, LLC

161129

801-74334

$233,404,197

WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC

144172

801-108907

324

$150,144,000

FOCUS 401 (K) GROUP, LLC

172217

801-80065

$99,828,000

REDWOOD FAMILY WEALTH LLC

334013

801-131810

Not Disclosed

Explore More Financial Advisor Firms in Addison, Texas >>