SPECTRUM ADVISORS, INC.

ADDISON, Texas·2 registered advisors·CRD# 114805
SEC# 801-1260992972-931-3700
01

Firm Overview

AUM
$127M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SPECTRUM ADVISORS, INC.

2 registered advisors
David R Faulkner
ADDISON, Texas
Jon Michael Reppert
ADDISON, Texas
05

Office Locations

ADDISON, Texas
2 advisors

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Data sourced from SEC Form ADV filings. SPECTRUM ADVISORS, INC. (CRD# 114805) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.