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SPECTRUM FINANCIAL MANAGEMENT

Tel: 415-472-7300
899 Northgate Drive
Suite 305
San Rafael, California  94903

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SPECTRUM FINANCIAL MANAGEMENT

SPECTRUM FINANCIAL MANAGEMENT is a San Rafael, California based financial advisory firm with nearly $227,925,992 in assets under management and provides investment advisory services for 143 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

127746

SEC#:

801-62255

No. of Clients:

143

Assets under Management

$227,925,992

No. of Advisors:

4

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