|Spectrum Financial Resources is a RIA based in Troy, MI with $54M in AUM and with 4 advisors nationwide.|
|John Richard Schoelch||Sep 2010|
|Khalid Yaser Beidas||Aug 2012|
|Daniel Thomas Hoban||Sep 2010|
|Carl Damien Gill||Jan 2012|
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|Daniel Thomas Hoban||Managing Member/Chief Compliance Officer||10/01/2009|
|Jean Ann Schneider||Managing Member||10/01/2009|
No firm affiliates listed.
1779 West Big Beaver
Troy , MI 48084
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges
- Fixed Fees