RIA Intel›Advisers›Pennsylvania›FINANCIAL SPECTRUM INC.

FINANCIAL SPECTRUM INC.

Advisory

JENKINTOWN, PA

Data as of Aug 4, 2026 · Source: SEC Form ADV

Rank in PA

#1,403

of 1,528 advisers by AUM

Average account

$244K

across 23 accounts

Source: SEC Form ADV. Figures as filed Aug 4, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$0

Non-Discretionary AUM$6M

Discretionary %0%

Total Clients16

Team

Total Employees1

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

16 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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SEL ASSET MANAGEMENT, LLC

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-16.9% 1Y

BRG FINANCIAL, LLC

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