SPECTRUM PLANNING & ADVISORY SERVICES INC.
Doing business as BAMBOO WEALTH STRATEGIES. SEC Form ADV profile.
Total regulatory AUM
$235,695,335
Discretionary
$235,695,335
Non-discretionary
$0
Firm details
- CRD number
- 170093
- SEC file number
- 801-119805
- Main office
- SAN DIEGO, CA, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.