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SPECTRUM WEALTH ADVISORY GROUP, LLC

Tel: (916) 772-5970
5925 Granite Lake Drive
Suite 130
Granite Bay, California  95746

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SPECTRUM WEALTH ADVISORY GROUP, LLC

SPECTRUM WEALTH ADVISORY GROUP, LLC is a Granite Bay, California based financial advisory firm with nearly $282,781,344 in assets under management and provides investment advisory services for 1202 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

298632

SEC#:

801-114024

No. of Clients:

1202

Assets under Management

$282,781,344

No. of Advisors:

3

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