|
⚲
|
| Spectrum Strategic Capital Management LLC
✚
|
|
|---|---|
| CRD # | 138347 |
| SEC # | 801-65858 |
| CIK # | |
| AUM | $184.2 MM (2023-03-23) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 541-248-2052 |
| Address | 1745 NW Kings Blvd Corvallis, OR 97330-1905 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 57.9 |
| (b) Individuals (high net worth individuals) | 68 | 148.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 11.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.9 |
| (n) Other | 23 | 13.5 |
| Total | 680 | 232.4 |
| By Discretionary | ||
| Discretionary | 613 | 217.8 |
| Non-Discretionary | 67 | 14.5 |
| Total | 680 | 232.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 230.6 | |
| Total | 680 | 232.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Crescendo Asset Management LLC
✚
|
NY | 0.2 |
|
Beckerman Institutional LLC
✚
|
NJ | 0.2 |
|
Cassia Capital Partners LLC
✚
|
NC | 0.2 |
|
Lake Tahoe Wealth Management Inc
✚
|
CA | 0.2 |
|
Capstone Wealth Management Group LLC
✚
|
OR | 0.2 |
|
Transce3Nd LLC
✚
|
TX | 0.2 |
|
Montcalm TCR LLC
✚
|
CA | 0.2 |
|
Equitycompass Investment Management LLC
✚
|
MD | 0.2 |
|
NorthStar Financial Planning LLC
✚
|
NH | 0.2 |
|
Financial Independence LLC
✚
|
RI | 0.2 |