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Building 2SPECTRUM WEALTH ADVISORY GROUP, LLC

Map pinGRANITE BAY, CA
Phone(916) 772-5970
NotebookSEC #801-114024
Total AUM
$445.4M
Employees
5
Clients
670

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5925 GRANITE LAKE DRIVE
SUITE 130
GRANITE BAY
CA 95746
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
(916) 772-5970

ReceiptFinancials

Total AUM
$445.4M
Accounts
1,520
Discretionary
$445.4M
Accounts
1,520
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
420
AUM
$69.8M
HNW Individual Clients
226
AUM
$347.8M
Pension/Profit Sharing Plan Clients
10
AUM
$26.1M
Charitable Organization Clients
14
AUM
$1.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDNVTNTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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