Spectrum Financial Inc

Spectrum Financial Inc

Virginia Beach, Virginia

Spectrum Financial Inc, headquartered in Virginia Beach, VA, is a small investment advisory firm providing comprehensive financial services. With a team of six dedicated professionals, including four experienced investment advisors, they offer personalized solutions to meet their clients' financial goals. With an average of approximately $55,240,000 in assets under management per investment advisor, Spectrum Financial Inc maintains an industry-average performance. Their compensation structure comprises various types, such as a percentage of assets under management, ensuring their interests align with those of their clients. Sp...see more

Assets Under Mgmt

$370.4M

Investment Professionals

4

Locations

0

% 401K & Individual

11%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management
  • Other

Services Provided Section

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Other: ASSET ALLOCATION SERVICES

Reviews for Spectrum Financial Inc

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