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

Building 2SPECTRUM ADVISORS, INC.

Map pinPLANO, TX
Phone972-931-3700
NotebookSEC #801-126099
Total AUM
$160M
Employees
9
Clients
308

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2805 DALLAS PARKWAY, STE 200
PLANO
TX 75093
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
972-931-3700
Other Offices
4

ReceiptFinancials

Total AUM
$160M
Accounts
890
Discretionary
$160M
Accounts
890
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
270
AUM
$74M
HNW Individual Clients
38
AUM
$86M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
COTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account