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SPECTRUM FINANCIAL MANAGEMENT
FRIEDLANDER, BRENDA S
CRD 127746 · SEC 801-62255
899 NORTHGATE DRIVE, SUITE 305, SAN RAFAEL, CA, 94903, United States
Phone
415-472-7300
Fax
415-472-7357
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$278.1M
Discretionary AUM
$271.0M
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $29.4M |
| High net worth individuals | 93 | $248.6M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD