Spectrum Asset Management Inc

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Spectrum Asset Management Inc
CRD #111007
SEC #801-30377
CIK #0001318293, 0001632078, 0000798377
AUM $549.4 MM (97% Disc, 97% US, 2020-06-30)
Employees 12 (75% Investors, 0% Brokers)
Phone949-717-3400
Address1301 Dove Street
Newport Beach, CA 92660-2453
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
25201510501999200620132021
Type Private Fund Date Sold ($MM) AUM ($MM)
Other Spectrum Capital Securities Institutional Fund LLC [2019-03-11] 88.8 99.2
Fund Directors # Filings # Firms 2011 - 2020
Spectrum Asset Management Inc 1
Comparable Firms State AUM ($BB)
The Berry Group LLC
MA 0.6
Walter & Keenan Financial Consulting Co
IN 0.6
The Arkansas Financial Group Inc
AR 0.5
Summit Wealth & Retirement Planning Inc
CA 0.5
Shepherd Financial Partners LLC
MA 0.5
Valor Capital Management LLC
OH 0.5
Jackson Wealth Management LLC
FL 0.5
Ipswich Investment Management Company Inc
MA 0.5
Ferrell Wealth Management Inc
FL 0.5
Consilium Wealth Management LLC
CA 0.5
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