1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SPECTRA INVESTMENT MANAGEMENT, LLC

Map pinSTUART, FL
Phone(772) 324-5640
NotebookSEC #801-110258
Total AUM
$306.8M
Employees
3
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 SE OSCEOLA STREET
SUITE 202
STUART
FL 34994
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
(772) 324-5640
Other Offices
1

ReceiptFinancials

Total AUM
$306.8M
Accounts
133
Discretionary
$291M
Accounts
114
Non-Discretionary
$15.8M
Accounts
19

ContactClients

View more in analytics →

Individual Clients
6
AUM
$2.4M
HNW Individual Clients
29
AUM
$264.1M
Pension/Profit Sharing Plan Clients
1
AUM
$1
Charitable Organization Clients
4
AUM
$21.6M
Corporation or Business Clients
9
AUM
$18.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account