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Spectrum Investment Advisors, Inc.

Tel: 262-238-4010
6329 West Mequon Road

Mequon, Wisconsin  53092

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Spectrum Investment Advisors, Inc.

Spectrum Investment Advisors, Inc. is a Mequon, Wisconsin based financial advisory firm with nearly $$667,516,787 in assets under management and provides investment advisory services for 844 clients. There are currently 23 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Pension Consulting Services, Selection of Other Advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (BY PLAN PARTICIPANT FLAT FEES)

Firm CRD#:

108669

SEC#:

801-56966

No. of Clients:

844

Assets under Management

$667,516,787

No. of Advisors:

23

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