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SPECTRUM ASSET MANAGEMENT INC

Tel: 949-717-3400
1301 Dove Street
Suite 720
Newport Beach, California  92660-2453

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SPECTRUM ASSET MANAGEMENT INC

SPECTRUM ASSET MANAGEMENT INC is a Newport Beach, California based financial advisory firm with nearly $646,454,683 in assets under management and provides investment advisory services for 921 clients. There are currently 11 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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

111007

SEC#:

801-30377

No. of Clients:

921

Assets under Management

$646,454,683

No. of Advisors:

11

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