DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
SPECTRUM FINANCIAL RESOURCES
Tel: 248-643-0033
1661 W. Big Beaver Troy, Michigan 48084
SPECTRUM FINANCIAL RESOURCES
SPECTRUM FINANCIAL RESOURCES is a Troy, Michigan based financial advisory firm with nearly $197,393,287 in assets under management and provides investment advisory services for 1046 clients. There are currently 6 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 , Selection for other advisors , Other (CONSULTING SERVICES AND SEMINARS)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES FROM THIRD-PARTY MANAGER
Firm CRD#:
127453
SEC#:
801-126271
No. of Clients:
1046
Assets under Management
$197,393,287
No. of Advisors:
6
More Financial Advisory Firms in Troy, Michigan
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| JACKSON NATIONAL ASSET MANAGEMENT, LLC | 111079 | 164 |
| PLANTE MORAN FINANCIAL ADVISORS | 112158 | 134 |
| OA PRIVATE CAPITAL | 282516 | 74 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 312511 | 15 |
| BRICKTOWN CAPITAL, LLC | 319290 | 31 |
| MCQUEEN FINANCIAL ADVISORS II, INC. | 109325 | 50 |
More Firms in Troy, Michigan >>