|
⚲
|
| Spectrum Financial Resources LLC
✚
| |
|---|---|
| CRD # | 127453 |
| SEC # | 801-126271 |
| CIK # | 0001562132 |
| AUM | $197.4 MM (2024-03-26) |
| Employees | 6 (100% Investors, 100% Brokers) |
| Phone | 248-643-0033 |
| Address | 6915 Rochester Rd, Ste 200 Troy, MI 48085 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 256 | 135.8 |
| (b) Individuals (high net worth individuals) | 55 | 61.6 |
| (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 | 1,046 | 197.4 |
| By Discretionary | ||
| Discretionary | 481 | 93.2 |
| Non-Discretionary | 565 | 104.2 |
| Total | 1,046 | 197.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 197.4 | |
| Total | 1,046 | 197.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001562132] |
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|---|---|---|
|
Stonebridge Financial Inc
✚
|
NJ | 0.2 |
|
Hurley Capital LLC
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|
NY | 0.2 |
|
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PA | 0.2 |
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Valley Financial Group Inc
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PA | 0.2 |
|
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MI | 0.2 |
|
Angelus Investment Consulting Inc
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FL | 0.2 |
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Defined Wealth Management LLC
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OR | 0.2 |
|
True Wealth Advisory Group LLC
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|
FL | 0.2 |
|
AGH Wealth Advisors LLC
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KS | 0.2 |
|
Integrated Capital Management Inc
✚
|
PA | 0.2 |