SPECTRUM FINANCIAL RESOURCES, LLC
Legal name: SPECTRUM FINANCIAL RESOURCES
CRD #127453 SEC #801-126271 TROY, MI 248-643-0033
SEC Registered
Total AUM
$206.6M
Discretionary
$87.2M
Employees
5
Clients
0
Accounts
1,188
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $206.6M | $87.2M | $119.4M | 5 | 0 |
| Mar 2025 | $206.6M | $87.2M | $119.4M | 5 | 0 |
| Jan 2025 | $197.4M | $93.2M | $104.2M | 6 | 0 |
| Mar 2024 | $197.4M | $93.2M | $104.2M | 6 | 0 |
| Mar 2023 | $156.9M | $81.4M | $75.5M | 6 | 0 |
| Sep 2022 | $178.1M | $95.3M | $82.8M | 7 | 0 |
| Aug 2022 | $178.1M | $95.3M | $82.8M | 7 | 0 |
| Aug 2022 | $178.1M | $95.3M | $82.8M | 7 | 0 |
| Jun 2022 | $178.1M | $95.3M | $82.8M | 7 | 0 |
| Jun 2012 | $47.7M | $46.7M | $1M | 1 | 101 |
| May 2012 | $47.7M | $46.7M | $1M | 1 | 101 |
| Mar 2012 | $47.7M | $46.7M | $1M | 1 | 101 |
| Mar 2010 | $37.6M | $12.2M | $25.4M | 5 | -- |
| Oct 2009 | $44.1M | $0 | $44.1M | 5 | -- |
| Feb 2009 | $44.1M | $0 | $44.1M | 5 | -- |
| Feb 2008 | $44.1M | $0 | $44.1M | 5 | -- |
| May 2007 | $36M | $0 | $36M | 5 | -- |
DateApr 2025
Total AUM$206.6M
Discretionary$87.2M
Non-Disc.$119.4M
Employees5
Clients0
DateMar 2025
Total AUM$206.6M
Discretionary$87.2M
Non-Disc.$119.4M
Employees5
Clients0
DateJan 2025
Total AUM$197.4M
Discretionary$93.2M
Non-Disc.$104.2M
Employees6
Clients0
DateMar 2024
Total AUM$197.4M
Discretionary$93.2M
Non-Disc.$104.2M
Employees6
Clients0
DateMar 2023
Total AUM$156.9M
Discretionary$81.4M
Non-Disc.$75.5M
Employees6
Clients0
DateSep 2022
Total AUM$178.1M
Discretionary$95.3M
Non-Disc.$82.8M
Employees7
Clients0
DateAug 2022
Total AUM$178.1M
Discretionary$95.3M
Non-Disc.$82.8M
Employees7
Clients0
DateAug 2022
Total AUM$178.1M
Discretionary$95.3M
Non-Disc.$82.8M
Employees7
Clients0
DateJun 2022
Total AUM$178.1M
Discretionary$95.3M
Non-Disc.$82.8M
Employees7
Clients0
DateJun 2012
Total AUM$47.7M
Discretionary$46.7M
Non-Disc.$1M
Employees1
Clients101
DateMay 2012
Total AUM$47.7M
Discretionary$46.7M
Non-Disc.$1M
Employees1
Clients101
DateMar 2012
Total AUM$47.7M
Discretionary$46.7M
Non-Disc.$1M
Employees1
Clients101
DateMar 2010
Total AUM$37.6M
Discretionary$12.2M
Non-Disc.$25.4M
Employees5
Clients--
DateOct 2009
Total AUM$44.1M
Discretionary$0
Non-Disc.$44.1M
Employees5
Clients--
DateFeb 2009
Total AUM$44.1M
Discretionary$0
Non-Disc.$44.1M
Employees5
Clients--
DateFeb 2008
Total AUM$44.1M
Discretionary$0
Non-Disc.$44.1M
Employees5
Clients--
DateMay 2007
Total AUM$36M
Discretionary$0
Non-Disc.$36M
Employees5
Clients--