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| Happy Holidays!! thanks for using AUM13F!! |
| Spectrum Financial Resources LLC
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| CRD # | 127453 |
| SEC # | 801-126271 |
| CIK # | 0001562132 |
| AUM | $206.6 M (2025-04-21) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 248-643-0033 |
| Address | 1661 W Big Beaver Troy, MI 48084 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 433 | 133.1 |
| (b) Individuals (high net worth individuals) | 112 | 73.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,188 | 206.6 |
| By Discretionary | ||
| Discretionary | 502 | 87.2 |
| Non-Discretionary | 686 | 119.4 |
| Total | 1,188 | 206.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 206.6 | |
| Total | 1,188 | 206.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001562132] |
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