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Spectrum Financial Inc
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Spectrum Financial Inc Share
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Overview Share
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Virginia Beach, Virginia
$146.0 million AUM
1 office

Spectrum Financial Inc is based in Virginia Beach, Virginia and has $146.0 million in assets under management.

Location
272 Bendix Road, Suite 600
Virginia Beach, VA 23452
$146.0 million
AUM
5
Employees
AUM Share
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$146,030,660
Assets under management
425 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 204 $38,325,431 26% $187,870
Investment companies 2 $99,800,000 68% $49,900,000
Pension and profit sharing plans 2 $1,815,927 1% $907,964
Charitable organizations 8 $530,508 0% $66,314
Other corporations or businesses 8 $4,630,232 3% $578,779
Employees Share
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5
Employees
3
Investment analysts
60% of total employees
AUM per employee Share
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$146,030,660
Assets under management
$29,206,132
AUM per employee
$48,676,887
AUM per investment analyst
About Share
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Compensation

Spectrum Financial Inc makes money through the following ways:

  • Percentage of AUM
  • Service fee/sub advisory fee
Services offered

Spectrum Financial Inc provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Asset allocation services
Firm data Share
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CRD number 105,618
SEC number 801-33311
Legal structure Corporation
Legal governance Virginia, United States
Latest ADV filing date May 14, 2020

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