RIA Intelligence

SPECTRUM ADVISORS, INC.

CRD #114805 SEC #801-126099 PLANO, TX 972-931-3700
SEC Registered
Total AUM
$149M
Discretionary
$149M
Employees
9
Clients
10
Accounts
870

AUM Over Time

DateMar 2025
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees9
Clients0
DateMay 2024
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees7
Clients0
DateJun 2022
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees7
Clients0