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FINANCIAL SPECTRUM INC.
CRD 123169
800 WEST AVENUE, JENKINTOWN, PA, 19046-2831, United States
Phone
215-659-5723
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$5.6M
Discretionary AUM
$0
Team
1 total employees; 0 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2025-12-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $5.6M |
All web addresses on file
Official SEC filing: View on IAPD