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| Spectrum Investment Advisors Inc
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| |
|---|---|
| CRD # | 108669 |
| SEC # | 801-56966 |
| CIK # | 0001856042 |
| AUM | $724.8 MM (2024-03-22) |
| Employees | 22 (77% Investors, 0% Brokers) |
| Phone | 262-238-4010 |
| Address | 6329 West Mequon Road Mequon, WI 53092 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.9 | |
| MSFT | 1,918,222.4 | 0.6 | |
| ABBV | 269,466.6 | 0.5 | |
| NVDA | 399,550.0 | 0.4 | |
| ABT | 187,298.3 | 0.3 | |
| COST | 207,576.9 | 0.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 159 | 40.9 |
| (b) Individuals (high net worth individuals) | 210 | 304.2 |
| (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 | 33 | 369.3 |
| (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 | 13 | 10.4 |
| (n) Other | 0 | 0.0 |
| Total | 986 | 724.8 |
| By Discretionary | ||
| Discretionary | 978 | 719.4 |
| Non-Discretionary | 8 | 5.4 |
| Total | 986 | 724.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 724.8 | |
| Total | 986 | 724.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001856042] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealthtrust Axiom LLC
✚
|
PA | 0.7 |
|
Olstein Capital Management LP
✚
|
NY | 0.7 |
|
MBE Wealth Management LLC
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|
WI | 0.7 |
|
Schnieders Capital Management LLC
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|
CA | 0.7 |
|
Ashford Advisors LLC
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|
NY | 0.7 |
|
All Star Financial LLC
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|
MN | 0.7 |
|
Keudell Morrison Wealth Management LLC
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|
OR | 0.7 |
|
Bedell Frazier Investment Counselling LLC
✚
|
CA | 0.7 |
|
Advanced Asset Management Advisors Inc
✚
|
OH | 0.7 |
|
Fountainhead Capital Management LLC
✚
|
NJ | 0.7 |