SPECTRUM PLANNING & ADVISORY SERVICES INC.
Legal name: BAMBOO WEALTH STRATEGIES
CRD #170093 SEC #801-119805 SAN DIEGO, CA (619) 289-9670
SEC Registered
Total AUM
$184.2M
Discretionary
$184.2M
Employees
5
Clients
51
Accounts
728
No personnel data available for this firm