SPECTRUM INVESTMENT ADVISORS, INC.

MEQUON, WI

262-238-4010

SEC #801-56966

Total AUM

$1.1B

Employees

Clients

465

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

6329 WEST MEQUON ROAD
MEQUON
WI 53092
United States

Operating Hours

8:00 A.M.-5:00 P.M.
Monday - Friday

Phone

262-238-4010

Financials

Total AUM

$1.1B

Accounts

1,090

Discretionary

$1.1B

Accounts

1,079

Non-Discretionary

$8.8M

Accounts

Clients

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Individual Clients

198

AUM

$80M

HNW Individual Clients

209

AUM

$404.5M

Pension/Profit Sharing Plan Clients

AUM

$567.8M

Corporation or Business Clients

AUM

$12.3M

Services

View ADV Part 2 brochures →

Services Offered

Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting

Other Services

ADVICE ON MATTERS NOT INVOLVING SECURITIES.

Compensation Types

Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM

Other Compensation

BY PLAN PARTICIPANT FLAT FEES

Compliance

Disclosures

None reported

State Registrations

FLGAILMINCNYTXWI

Affiliates

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Affiliates

Reported 1 business affiliate.

Claimed Affiliates

Reported as an affiliate by 0 other businesses.