SPECTRUM FINANCIAL STRATEGIES INC
CRD #106419 SEC #801-49026 HAMDEN, CT 203-248-8587
SEC Registered
Total AUM
$65.7M
Discretionary
$0
Employees
1
Clients
251
Accounts
662
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $62.2M | $0 | $62.2M | 1 | 500 |
| Apr 2012 | $62.2M | $0 | $62.2M | 1 | 500 |
| Feb 2012 | $62.2M | $0 | $62.2M | 1 | 500 |
| Feb 2012 | $62.2M | $0 | $62.2M | 1 | 500 |
| Dec 2011 | $65.7M | $0 | $65.7M | 1 | 500 |
| Mar 2011 | $65.7M | $0 | $65.7M | 5 | -- |
| Jan 2010 | $61.9M | $0 | $61.9M | 5 | -- |
| Jan 2008 | $58.4M | $0 | $58.4M | 5 | -- |
| Jan 2007 | $49M | $0 | $49M | 5 | -- |
| Jan 2006 | $42.9M | $0 | $42.9M | 5 | -- |
DateMay 2012
Total AUM$62.2M
Discretionary$0
Non-Disc.$62.2M
Employees1
Clients500
DateApr 2012
Total AUM$62.2M
Discretionary$0
Non-Disc.$62.2M
Employees1
Clients500
DateFeb 2012
Total AUM$62.2M
Discretionary$0
Non-Disc.$62.2M
Employees1
Clients500
DateFeb 2012
Total AUM$62.2M
Discretionary$0
Non-Disc.$62.2M
Employees1
Clients500
DateDec 2011
Total AUM$65.7M
Discretionary$0
Non-Disc.$65.7M
Employees1
Clients500
DateMar 2011
Total AUM$65.7M
Discretionary$0
Non-Disc.$65.7M
Employees5
Clients--
DateJan 2010
Total AUM$61.9M
Discretionary$0
Non-Disc.$61.9M
Employees5
Clients--
DateJan 2008
Total AUM$58.4M
Discretionary$0
Non-Disc.$58.4M
Employees5
Clients--
DateJan 2007
Total AUM$49M
Discretionary$0
Non-Disc.$49M
Employees5
Clients--
DateJan 2006
Total AUM$42.9M
Discretionary$0
Non-Disc.$42.9M
Employees5
Clients--