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SPECTRUM FINANCIAL RESOURCES

SPECTRUM FINANCIAL RESOURCES, LLC

CRD 127453 · SEC 801-126271

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1661 W. BIG BEAVER, TROY, MI, 48084, United States

Phone

248-643-0033

Fax

248-643-0066

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$235.3M

Discretionary AUM

$87.5M

Team

6 total employees; 5 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES FROM THIRD-PARTY MANAGERS

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCONSULTING SERVICES AND SEMINARS

Client types

TypeClientsAUM
Individuals584$143.7M
High net worth individuals139$91.5M

States served

MI, NE, TX

All web addresses on file

Official SEC filing: View on IAPD