Spectrum Advisors, Inc.
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 114805
- Registered since
- July 15, 2022
- Website
- spectrumadvisors.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI53.75%
- Individuals46.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Spectrum Advisors, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (registration recorded in 2022) and identifies as a capital allocator serving individual and family clients. Its service mix centers on financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional clients. The firm also provides selection-of-other-advisers services and runs educational seminars and workshops. Fee arrangements include a percentage-of-AUM fee, hourly charges, and fixed fees. Spectrum is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Public Funds/Mutual Funds9%
- Non-Exchange Traded Equities7%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$179M in ETFs
43%
$77.2M
23%
$102M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $20.3M | 225,935 | 11.33% |
Location
Plano, TX
Collin
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 2805 Dallas Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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