SPECTRUM ASSET MANAGEMENT, INC.
Total AUM
$18.3B
Employees
27Clients
74Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2 HIGH RIDGE PARK
STAMFORD
CT 06905
United States
STAMFORD
CT 06905
United States
Operating Hours
8AM - 5:30PM
Monday - Friday
Monday - Friday
Phone
203-322-0189
Other Offices
3
Financials
Total AUM
$18.3B
Accounts
74Discretionary
$13.9B
Accounts
51Non-Discretionary
$4.4B
Accounts
23
Clients
HNW Individual Clients
1AUM
$4.5M
Investment Company Clients
7AUM
$8.1B
Pooled Vehicle Clients
10AUM
$4.3B
Insurance Company Clients
6AUM
$485.5M
Corporation or Business Clients
50AUM
$5.4B
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 27 business affiliates.
Claimed Affiliates
Reported as an affiliate by 25 other businesses.