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SPECTRUM INVESTMENT ADVISORS, INC.
CRD 108669 · SEC 801-56966
6329 WEST MEQUON ROAD, MEQUON, WI, 53092, United States
Phone
262-238-4010
Fax
262-512-2704
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.06B
Discretionary AUM
$1.06B
Team
27 total employees; 20 advisory reps; 109 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; BY PLAN PARTICIPANT FLAT FEES
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersADVICE ON MATTERS NOT INVOLVING SECURITIES.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 198 | $80.0M |
| High net worth individuals | 209 | $404.5M |
| Pension/profit sharing plans | 44 | $567.8M |
| Corporations/business entities | 14 | $12.3M |
States served
GA, IL, MI, NY, NC, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD