Assets Under Management
$640.1M
Number of Clients
318
Number of Advisors
7
Average Client AUM
$2.0M
AUM per Advisor
$91.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Spectrum Asset Management offers discretionary and non-discretionary investment advisory services, allocating client assets among various securities. They also provide basic financial planning and consulting services, with fees agreed upon in a separate written agreement. Clients can access services through sub-advisory relationships.
1301 Dove Street, Suite 720, Newport Beach, CA, 92660-2453