SPECTRUM WEALTH ADVISORY GROUP, LLC

http://www.SpectrumW.com GRANITE BAY, CA How do I update this listing?

Spectrum Wealth Advisory Group is based out of Granite Bay. Spectrum Wealth Advisory Group is a large advisory firm with 273 clients and discretionary assets under management (AUM) of $126,770,000 (Form ADV from 2019-01-30). Their last reported 13F filing for Q1 2019 included $63,956,000 in managed 13F securities and a top 10 holdings concentration of 68.76%. Spectrum Wealth Advisory Group's largest holding is SPDR Bloomberg Barclays Convertible Securities ETF with shares held of 172,052. Whalewisdom has at least 1 13F filings

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03/31/2019

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03/31/2019

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

SPECTRUM WEALTH ADVISORY GROUP, LLC
5925 GRANITE LAKE DRIVE SUITE 130
GRANITE BAY CA    95746
Country: United States

Business Phone: (916) 772-5970
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 2
Other Business Activities: registered representative of a broker-dealer
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 273
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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