SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C.
Nicholasville, Kentucky
4.9
71 Reviews
Spectrum Financial Alliance, Ltd., L.L.C., based out of Nicholasville, KY, is a small investment advisory firm dedicated to providing comprehensive financial solutions to its clients. With over 380 individual clients and more than $227,863,000 in assets under management, the firm has established a solid reputation in the industry.
Led by a team of experienced professionals, Spectrum Financial Alliance specializes in managing assets, particularly from employer 401Ks and individual portfolios. The firm's extensive experience in this space enables them to deliver tailored investment strategies and personalized advice to meet their c...
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Assets Under Mgmt
$227.86M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Publication of periodicals or newsletters
Educational seminars/workshops
Other: INVESTMENT AND INSURANCE CONSULTING AND ESTATE PLANNING FACILITIATION
Resources
On the Blog
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