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Building 2SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC

Map pinCORVALLIS, OR
Phone(541) 248-2052
NotebookSEC #801-65858
Total AUM
$275.4M
Employees
7
Clients
313

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2055 NW GRANT AVE
CORVALLIS
OR 97330-1905
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
(541) 248-2052
Other Offices
1

ReceiptFinancials

Total AUM
$275.4M
Accounts
754
Discretionary
$266.1M
Accounts
736
Non-Discretionary
$9.2M
Accounts
18

ContactClients

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Individual Clients
194
AUM
$61.2M
HNW Individual Clients
86
AUM
$187.5M
Pension/Profit Sharing Plan Clients
12
AUM
$11.9M
Corporation or Business Clients
1
AUM
$567.6K
Other Clients
20
AUM
$14.1M
Description of Other Clients
IRREV. TRUSTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAILORPATXWA

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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