DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > florida > stuart
SPECTRA INVESTMENT MANAGEMENT, LLC
Tel: (772) 324-5640
401 Se Osceola Street Suite 202
Stuart, Florida 34994
SPECTRA INVESTMENT MANAGEMENT, LLC
SPECTRA INVESTMENT MANAGEMENT, LLC is a Stuart, Florida based financial advisory firm with nearly $219,978,600 in assets under management and provides investment advisory services for 118 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 , Other (FAMILY OFFICE SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
288145
SEC#:
801-110258
No. of Clients:
118
Assets under Management
$219,978,600
No. of Advisors:
3
More Financial Advisory Firms in Stuart, Florida
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 705 | 13966 |
| CITADEL ADVISORS LLC | 148826 | 2932 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 149018 | 6727 |
| GQG PARTNERS | 283720 | 189 |
| CORIENT | 319448 | 845 |
| ELLIOTT INVESTMENT MANAGEMENT L.P. | 307151 | 578 |
More Firms in Stuart, Florida >>