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SPECTRUM ADVISORS, INC.
Tel: 972-931-3700
15301 Spectrum Drive Suite 115
Addison, Texas 75001
SPECTRUM ADVISORS, INC.
SPECTRUM ADVISORS, INC. is a Addison, Texas based financial advisory firm with nearly $127,000,000 in assets under management and provides investment advisory services for 240 clients. There are currently 7 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 , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
114805
SEC#:
801-126099
No. of Clients:
240
Assets under Management
$127,000,000
No. of Advisors:
7
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