Spectrum Financial Resources

Spectrum Financial Resources (CRD# 127453) is a financial advisory firm headquartered in Troy, MI. They manage $197,393,287 in 1,046 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6915 Rochester Rd., Ste 200, Troy, MI 48085
http://www.spectrumfr.com
By the Numbers
  • Total Assets Under Management
    197
    MILLION
  • Total Number of Accounts
    1,046
    ACCOUNTS
  • Average Account Value
    $188,713
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Spectrum Financial Resources
Showing 1 - 5 of 5 top financial advisors.
1
Lucian Harbar, financial advisor Saint Clair Shores MI
Lucian C. Harbar
CRD#: 5053871
22611 Greater Mack Ave., Saint Clair Shores, MI 48080

Lucian Harbar (CRD# 5053871) is an Investment Advisor Representative working at Spectrum Financial Resources in Saint Clair Shores, MI and has over 17 years of experience in the finance industry.

2
Daniel Hoban, financial advisor Troy MI
Daniel T. Hoban
CRD#: 1095185
6915 Rochester Rd., Ste 200, Troy, MI 48085

Daniel Hoban (CRD# 1095185) is an Investment Advisor Representative working at Spectrum Financial Resources in Troy, MI and has over 41 years of experience in the finance industry.

3
David Laidlaw, financial advisor Troy MI
David J. Laidlaw
CRD#: 4412079
6915 Rochester Rd., Ste 200, Troy, MI 48085

David Laidlaw (CRD# 4412079) is an Investment Advisor Representative working at Spectrum Financial Resources in Troy, MI and has over 22 years of experience in the finance industry.

4
Kevin McMillan, financial advisor Grosse Pointe Farms MI
Kevin F. McMillan
CRD#: 3220748
63 Kercheval Ave, Suite 215, Grosse Pointe Farms, MI 48236

Kevin McMillan (CRD# 3220748) is an Investment Advisor Representative working at Spectrum Financial Resources in Grosse Pointe Farms, MI and has over 24 years of experience in the finance industry.

5
James Williams, financial advisor Saint Clair Shores MI
James D. Williams
CRD#: 4011843
22611 Greater Mack Ave., Saint Clair Shores, MI 48080

James Williams (CRD# 4011843) is an Investment Advisor Representative working at Spectrum Financial Resources in Saint Clair Shores, MI and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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