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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Spectrum Planning & Advisory Services Inc
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|---|---|
| CRD # | 170093 |
| SEC # | 801-119805 |
| CIK # | 0001725394 |
| AUM | $184.2 M (2025-03-25) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 619-289-9670 |
| Address | 3131 Camino del Rio North San Diego, CA 92108 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.1 | ||
| Amazon Com Inc | 2.3 | ||
| Woodward Governor Co | 2.1 | ||
| iShares Comex Gold Trust | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 150 | 46.6 |
| (b) Individuals (high net worth individuals) | 61 | 130.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.9 |
| (h) Charitable organizations | 0 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 728 | 184.2 |
| By Discretionary | ||
| Discretionary | 728 | 184.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 728 | 184.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.2 | |
| Total | 728 | 184.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001725394] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sunstate Wealth Management LLC
✚
|
FL | 0.2 |
|
Emerald Bay Wealth Management LLC
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|
CA | 0.2 |
|
Radix Organization Inc
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NY | 0.2 |
|
Brian Low Financial Group LLC
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LA | 0.2 |
|
Alere Planning LLC
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|
MD | 0.2 |
|
Angelus Investment Consulting Inc
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|
FL | 0.2 |
|
Lighthouse Financial Management LLC
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|
RI | 0.2 |
|
Pullen Investment Management LLC
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|
FL | 0.2 |
|
Flying Point Financial Inc
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|
MA | 0.2 |
|
Southport Station Financial Management LLC
✚
|
CT | 0.2 |