Spectrum Advisory Services Inc.

Spectrum Advisory Services Inc. (CRD# 107741) is a financial advisory firm headquartered in Atlanta, GA. They manage $486,803,831 in 516 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    487
    MILLION
  • Total Number of Accounts
    516
    ACCOUNTS
  • Average Account Value
    $943,418
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, IL, MA, NC, NY, PA, TN, TX, VA

Financial Advisors at Spectrum Advisory Services Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Brendan J. Wagner
CRD#: 3253396
1050 Crown Pointe Parkway, Suite 750, Atlanta, GA 30338
87
Wealthminder
score

Brendan Wagner (CRD# 3253396) is an Investment Advisor Representative working at Spectrum Advisory Services Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

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