Spectrum Capital Investment Group, Inc.

Spectrum Capital Investment Group, Inc. (CRD# 135530) is a financial advisory firm headquartered in Irvine, CA. They manage $89,816,885 in 385 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $233,291
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, TX

Financial Advisors at Spectrum Capital Investment Group, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Benjamin R. Putman
CRD#: 2310648
9911 Irvine Center Drive, Suite 150, Irvine, CA 92618
96
Wealthminder
score

Benjamin Putman (CRD# 2310648) is an Investment Advisor Representative working at Spectrum Capital Investment Group, Inc. in Irvine, CA and has over 19 years of experience in the finance industry. Benjamin Putman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Denise S. Lee
CRD#: 6309502
9911 Irvine Center Drive, Suite 150, Irvine, CA 92618
90
Wealthminder
score

Denise Lee (CRD# 6309502) is an Investment Advisor Representative working at Spectrum Capital Investment Group, Inc. in Irvine, CA and has over 3 years of experience in the finance industry.

3
Donovan D. Ritter
CRD#: 2810360
9911 Irvine Center Drive, Suite 150, Irvine, CA 92618
86
Wealthminder
score

Donovan Ritter (CRD# 2810360) is an Investment Advisor Representative working at Spectrum Capital Investment Group, Inc. in Irvine, CA and has over 21 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.