Allocator Index · CRD 108669

SPECTRUM INVESTMENT ADVISORS, INC.

Mequon, WI · 262-238-4010 · linkedin.com/company/spectrum-investment-advisors-inc-/

SEC IAPD record ↗

Fit score

58

  • aum $250M-$3.0B+22
  • hnw>=200+20
  • hnw_majority+8
  • employees 3-60+8

HNW clients

209

Other individuals

198

HNW assets

$404.5M

Total AUM

$1.06B

Employees

27

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.