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SPECTRUM WEALTH MANAGEMENT
Tel: 317-663-5600
600 East 96th Street, Suite 130 Indianapolis, Indiana 46240
SPECTRUM WEALTH MANAGEMENT
SPECTRUM WEALTH MANAGEMENT is a Indianapolis, Indiana based financial advisory firm with nearly $976,381,669 in assets under management and provides investment advisory services for 1263 clients. There are currently 13 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 , Selection for other advisors , Other (INSURANCE SOLUTIONS; CREDIT AND CASH MANAGEMENT SOLUTIONS)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (REV SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTION
Firm CRD#:
323651
SEC#:
801-126882
No. of Clients:
1263
Assets under Management
$976,381,669
No. of Advisors:
13
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