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SPECTRUM FINANCIAL RESOURCES, LLC

Doing business as SPECTRUM FINANCIAL RESOURCES. SEC Form ADV profile.

Total regulatory AUM
$235,309,254
Discretionary
$87,490,851
Non-discretionary
$147,818,403

Firm details

CRD number
127453
SEC file number
801-126271
Main office
TROY, MI, United States
Employees
6
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Other

As of November 2026.