Spectrum Strategies, L.L.C.

Overview

Spectrum Strategies, L.L.C. is an owner-operated limited liability company that provides financial planning and advisory services to both individuals/families and institutional clients. The firm charges clients on an hourly or fixed-fee basis rather than a wrap or asset-based fee, and it is not positioned as a capital allocator or multi-manager platform. Regulatory and structural details in FINTRX show the adviser is not flagged as an active ESG investor, is not identified as a multi-state adviser, and is not characterized as a pension consultant or related adviser. The firm is also associated with broker-dealer activity through industry affiliations.

Assets & Accounts

Investments & Alternatives

Location & Offices