SPECTRUM FINANCIAL STRATEGIES INC
Total AUM
$62.2M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2525 WHITNEY AVENUE
HAMDEN
CT 06518
United States
HAMDEN
CT 06518
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
203-248-8587
Financials
Total AUM
$62.2M
Accounts
410Discretionary
$0
Accounts
0Non-Discretionary
$62.2M
Accounts
410
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CT
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.