1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SPECTRUM FINANCIAL RESOURCES

Map pinTROY, MI
Phone248-643-0033
NotebookSEC #801-67960
Total AUM
$47.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1739 WEST BIG BEAVER
TROY
MI 48084
United States
Operating Hours
9:00 A.M.-4:00 P.M.
Monday - Friday
Phone
248-643-0033

ReceiptFinancials

Total AUM
$47.7M
Accounts
314
Discretionary
$46.7M
Accounts
309
Non-Discretionary
$1M
Accounts
5

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES AND SEMINARS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SEMINAR FEES

Shield checkCompliance

Disclosures
SEC/CFTC Cause of Denial/SuspensionSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
MI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account