SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC

CORVALLIS, Oregon·5 registered advisors·CRD# 138347

SEC# 801-658581(541) 248-2052

01

Firm Overview

AUM

$210M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC

5 registered advisors

Benjamin Scott Meeker

CORVALLIS, Oregon

CORVALLIS, Oregon

Loretta Michelle Sorem

LAKE OSWEGO, Oregon

Nichols Milbank Cutting

CORVALLIS, Oregon

Richard Schwartz

LAKE OSWEGO, Oregon

05

Office Locations

CORVALLIS, Oregon

LAKE OSWEGO, Oregon

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Data sourced from SEC Form ADV filings. SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC (CRD# 138347) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.