SPECTRUM ADVISORS FINANCIAL, LLC
Firm details
- Headquarters
- RICHMOND, Indiana
- CRD number
- 149836
- Website
- www.safefg.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Spectrum Advisors Financial, LLC operates as a limited liability company focused on providing financial planning services and selecting other advisers for its clients. The firm is structured to accommodate various fee arrangements, including hourly charges and fixed fees. While it does not actively engage in ESG investing, it serves as a capital allocator, directing investments into a range of financial products. The firm is not classified as a multi-state adviser and does not have affiliations with pension consulting.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1DONALD HOUSE
Founder and PresidentCRD 5718536
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RICHMOND, IN
WAYNE
Location
RICHMOND, IN
Headquartered in RICHMOND, IN, anchoring the Richmond-Connersville, IN metro in the Midwest.
- Metro area
- Richmond-Connersville, IN
- Region
- Midwest
- County
- WAYNE
- Address
- 108 S 7th St
- Time zone
- ET (UTC-5)
- Office locations
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