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SPECTRUM ADVISORS, INC.

CRD 114805 · SEC 801-126099

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2805 DALLAS PARKWAY, STE 200, PLANO, TX, 75093, United States

Phone

972-931-3700

Fax

972-931-9023

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$160.0M

Discretionary AUM

$160.0M

Team

9 total employees; 5 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals270$74.0M
High net worth individuals38$86.0M

States served

CO, TX

All web addresses on file

Official SEC filing: View on IAPD