Spectrum Wealth Advisory Group, LLC, headquartered in Granite Bay, CA, is a distinguished investment advisory firm catering to a diverse client base. With an impressive roster of over 380 individual clients, they oversee a substantial $235,553,000 in assets under management. Established as a small firm, Spectrum Wealth Advisory Group, LLC operates from a single office location.
Although 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and resources to efficiently manage employer funds. Notably, all assets managed by Spectrum Wealth Advisory Group, LLC are discre...
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Assets Under Mgmt
$235.55M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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