← Back to searchVisit website
BAMBOO WEALTH STRATEGIES
SPECTRUM PLANNING & ADVISORY SERVICES INC.
CRD 170093 · SEC 801-119805
3131 CAMINO DEL RIO NORTH, SUITE 1000, SAN DIEGO, CA, 92108, United States
Phone
(619) 289-9670
Fax
(619) 289-9672
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$235.7M
Discretionary AUM
$235.7M
Team
8 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 145 | $41.7M |
| High net worth individuals | 84 | $185.8M |
States served
CA, PA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD