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Spectrum Financial Resources

Spectrum Financial Resources is a RIA based in Troy, MI with $54M in AUM and with 6 advisors nationwide.

Advisors (6)

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Name Start Date
Khalid Yaser Beidas Aug 2012
Daniel Thomas Hoban Sep 2010
Carl Damien Gill Jan 2012
David John Laidlaw Jun 2014
James Daniel Williams Sep 2014
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*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$53.9M
Total Assets
376
Accounts
$143.4K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*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.

Ownership

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*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.

Executives and Control Persons

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Name Title Tenure Date
Daniel Thomas Hoban Managing Member/Chief Compliance Officer 10/01/2009
Jean Ann Schneider Managing Member 10/01/2009

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
1779 West Big Beaver
Troy , MI 48084
Phone Number: 248-643-0033
Other Offices Address City State Zip
3221 W Big Beaver Rd, Ste 103 Troy MI 48084

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees