RIA Intelligence

SPECTRUM ASSETS, INC.

CRD #127497 SEC #801-63983 BOCA RATON, FL 561-347-6662
SEC Registered
Total AUM
$28.2M
Discretionary
$26.1M
Employees
5
Clients
51
Accounts
150

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 9, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CHOLERTON, CLIVE, PATRICKIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
CHOLERTON, CLIVE, PATRICKIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
CHOLERTON, CLIVE, PATRICKIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
LANDON, JAMES, CORNELIUSIPARTNERC Control
LANDON, JAMES, CORNELIUSIPARTNERC Control
LANDON, JAMES, CORNELIUSIPARTNERC Control
STJOHN, MICHAEL, JAMESIPARTNERC Control
STJOHN, MICHAEL, JAMESIPARTNERC Control
STJOHN, MICHAEL, JAMESIPARTNERC Control

Registrations

Federal

IA
Dec 9, 2005 REGISTERED

Notice Filings (3)

FL IL NY

Address

4401 N. FEDERAL HWY.,
SUITE 203
BOCA RATON, FL 33431
USA
Phone: 561-347-6662