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SPECTRUM WEALTH ADVISORY GROUP, LLC
SPECTRUM WEALTH ADVISORY GROUP, LLC
GRANITE BAY, California
·
2 registered advisors
·
CRD# 298632
SEC# 801-114024
0
(916) 772-5970
01
Firm Overview
AUM
$283M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SPECTRUM WEALTH ADVISORY GROUP, LLC
2 registered advisors
Kenneth Lee Christie
GRANITE BAY, California
CRD# 2218257
Michael Rutherford Thompson
GRANITE BAY, California
CRD# 6211875
05
Office Locations
GRANITE BAY, California
2 advisors
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Data sourced from SEC Form ADV filings. SPECTRUM WEALTH ADVISORY GROUP, LLC (CRD# 298632) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.