Spectrum Financial Management

Spectrum Financial Management (CRD# 127746) is a financial advisory firm headquartered in San Rafael, CA. They manage $185,936,809 in 140 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $1,328,120
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Spectrum Financial Management
Showing 1 - 1 of 1 top financial advisors.
1
Brenda S. Friedlander
CRD#: 2351292
899 Northgate Drive, Suite 305, San Rafael, CA 94903

Brenda Friedlander (CRD# 2351292) is an Investment Advisor Representative working at Spectrum Financial Management in San Rafael, CA and has over 30 years of experience in the finance industry.

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