SPECTRUM FINANCIAL RESOURCES, LLC

SPECTRUM FINANCIAL RESOURCES
TROY, Michigan·2 registered advisors·CRD# 127453
SEC# 801-1262712248-643-0033
01

Firm Overview

AUM
$197M
Regulatory assets under management
Employees
6
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
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES FROM THIRD-PARTY MANAGERS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SPECTRUM FINANCIAL RESOURCES, LLC

2 registered advisors
Daniel Thomas Hoban
TROY, Michigan
Jean Ann Schneider
TROY, Michigan
05

Office Locations

TROY, Michigan
2 advisors

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Data sourced from SEC Form ADV filings. SPECTRUM FINANCIAL RESOURCES, LLC (CRD# 127453) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.