RIA Intel›Advisers›Michigan›SPECTRUM FINANCIAL RESOURCES, LLC

SPECTRUM FINANCIAL RESOURCES, LLC

Advisory

N·TROY, MI

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$235M
1-Year AUM Growth
+25.8%
3-Year CAGR
0.0%
Employees
5
Assets Under Management
Total AUM$235M
Discretionary AUM$87M
Non-Discretionary AUM$148M
Discretionary %37.2%
Total Clients545
Team
Total Employees5
Investment Advisers6
Employee Growth (1Y)—
Filing History
Total Filings on Record18
First FilingMay 17, 2007
Latest FilingMar 30, 2026
🔒 Full AUM trend chart and 18 historical filings spanning 19+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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