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| Spectrum Management Group LLC
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|
|---|---|
| CRD # | 154532 |
| SEC # | 801-71751 |
| CIK # | 0000895516, 0001669542, 0001492240, 0001534843 |
| AUM | $977.1 MM (2022-12-19) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 317-663-5600 |
| Address | 600 East 96th Street Indianapolis, IN 46240 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 35.7 |
| (b) Individuals (high net worth individuals) | 130 | 878.5 |
| (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 | 3 | 48.6 |
| (h) Charitable organizations | 1 | 13.4 |
| (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 | 1 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,142 | 977.1 |
| By Discretionary | ||
| Discretionary | 1,104 | 955.8 |
| Non-Discretionary | 38 | 21.3 |
| Total | 1,142 | 977.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 977.1 | |
| Total | 1,142 | 977.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 10-K | [0000895516] | |
| 10-Q | [0000895516] | |
| 3 | [0000895516] | |
| 4 | [0000895516] | |
| 8-K | [0000895516] | |
| SC 13D | [0000895516] | |
| SC 13G | [0000895516] | |
| 3 | [0001492240] | |
| 4 | [0001492240] | |
| SC 13D | [0001492240] | |
| SC 13G | [0001492240] | |
| 13F-HR | [0001534843] | |
| D | [0001669542] |
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|---|---|---|
|
Wedmont Private Capital LLC
✚
|
PA | 1.0 |
|
Hazlett Burt & Watson Inc
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|
WV | 1.0 |
|
Greene Wealth Management LLC
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WA | 1.0 |
|
Kings Path Partners LLC
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|
TX | 1.0 |
|
Isthmus Partners LLC
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|
WI | 1.0 |
|
KLCM Advisors Inc
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|
WI | 1.0 |
|
Gilbert & Cook Inc
✚
|
IA | 1.0 |
|
Folger Nolan Fleming Douglas Incorporated
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|
DC | 1.0 |
|
Pbmares Wealth Management LLC
✚
|
VA | 1.0 |
|
Calton & Associates Inc
✚
|
FL | 1.0 |