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Building 2SPECTRUM ASSETS, INC.

Map pinBOCA RATON, FL
Phone561-347-6662
NotebookSEC #801-63983
Total AUM
$60.6M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4401 N. FEDERAL HWY.,
SUITE 203
BOCA RATON
FL 33431
USA
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
561-347-6662

ReceiptFinancials

Total AUM
$60.6M
Accounts
192
Discretionary
$47M
Accounts
103
Non-Discretionary
$13.5M
Accounts
89

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO False Statement FindingSRO Rule Violation
State Registrations
FLNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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