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Loretta Michelle Sorem

SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC·LAKE OSWEGO, Oregon
Clean recordSPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC
4949 SW MEADOWS ROAD, LAKE OSWEGO, OR 97035-3147CRD# 4326004Firm CRD# 138347

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Loretta Michelle Sorem · LAKE OSWEGO, OR
Registration
CRD #4326004 · SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Loretta Michelle Sorem is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC
SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC
AUM
$210M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4326004
Firm CRD# 138347
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Loretta Michelle Sorem offer?
Loretta Michelle Sorem specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Loretta Michelle Sorem's credentials?
Loretta Michelle Sorem is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Loretta Michelle Sorem located?
Loretta Michelle Sorem is based in LAKE OSWEGO, Oregon, working with SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Loretta Michelle Sorem charge for services?
Loretta Michelle Sorem's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC?
SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $210M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC

Greg Bachman
CORVALLIS, OR
Nichols Milbank Cutting
CORVALLIS, OR
Richard Schwartz
LAKE OSWEGO, OR
Benjamin Scott Meeker
CORVALLIS, OR

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Nearby cities in Oregon
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City Guides
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Research
Advisor Fees in OregonNational Fee Analysis
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