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Building 2DBA SPECTRUM FINANCIAL MANAGEMENT

Map pinSAN RAFAEL, CA
Phone415-472-7300
NotebookSEC #801-57507
Total AUM
$27.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
899 NORTHGATE DRIVE
SUITE 305
SAN RAFAEL
CA 94903
USA
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
415-472-7300

ReceiptFinancials

Total AUM
$27.7M
Accounts
84
Discretionary
$27.2M
Accounts
83
Non-Discretionary
$424K
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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