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Building 2SPECTRUM FINANCIAL RESOURCES

Map pinTROY, MI
Phone248-643-0033
NotebookSEC #801-126271
Total AUM
$235.3M
Employees
6
Clients
724

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1661 W. BIG BEAVER
TROY
MI 48084
United States
Operating Hours
9:00 A.M.-4:00 P.M.
Monday - Friday
Phone
248-643-0033
Other Offices
2

ReceiptFinancials

Total AUM
$235.3M
Accounts
1,162
Discretionary
$87.5M
Accounts
348
Non-Discretionary
$147.8M
Accounts
814

ContactClients

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Individual Clients
584
AUM
$143.7M
HNW Individual Clients
139
AUM
$91.5M
Charitable Organization Clients
1
AUM
$97.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES AND SEMINARS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES FROM THIRD-PARTY MANAGERS

Shield checkCompliance

Disclosures

None reported

State Registrations
MINETX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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