DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
SPECTRUM INVESTMENT ADVISORS, INC.
Tel: 262-238-4010
6329 West Mequon Road Mequon, Wisconsin 53092
SPECTRUM INVESTMENT ADVISORS, INC.
SPECTRUM INVESTMENT ADVISORS, INC. is a Mequon, Wisconsin based financial advisory firm with nearly $724,823,216 in assets under management and provides investment advisory services for 986 clients. There are currently 22 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Other (ADVICE ON MATTERS NOT INVOLVING SECURITIES.)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (BY PLAN PARTICIPANT FLAT FEE
Firm CRD#:
108669
SEC#:
801-56966
No. of Clients:
986
Assets under Management
$724,823,216
No. of Advisors:
22
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