Spectrum Advisors, Inc.
Spectrum Advisors, Inc. (CRD# 114805) is a financial advisory firm headquartered in Addison, TX. They manage $127,000,000 in 240 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management127MILLION
-
Total Number of Accounts240ACCOUNTS
-
Average Account Value$529,167
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, TX
Financial Advisors at Spectrum Advisors, Inc.
1
David Faulkner (CRD# 4490886) is an Investment Advisor Representative working at Spectrum Advisors, Inc. in Addison, TX and has over 22 years of experience in the finance industry.
2
Jon Reppert (CRD# 1474315) is an Investment Advisor Representative working at Spectrum Advisors, Inc. in Addison, TX and has over 37 years of experience in the finance industry.
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