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Building 2SPECTRUM FINANCIAL INC

Map pinVIRGINIA BEACH, VA
Phone757-463-7600
NotebookSEC #801-33311
Total AUM
$236.5M
Employees
9
Clients
234

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
272 BENDIX ROAD, STE 600
VIRGINIA BEACH
VA 23452
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
757-463-7600

ReceiptFinancials

Total AUM
$236.5M
Accounts
454
Discretionary
$236.5M
Accounts
454
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
213
AUM
$34.4M
Investment Company Clients
3
AUM
$192.5M
Pension/Profit Sharing Plan Clients
2
AUM
$1.9M
Charitable Organization Clients
9
AUM
$2.7M
Corporation or Business Clients
4
AUM
$4.9M
Other Clients
3
AUM
$89.6K
Description of Other Clients
TRUST ACCOUNTS

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementOther Services
Other Services
ASSET ALLOCATION SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SERVICE FEE/SUB ADVISORY FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACTFLGAILMDNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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