Spectrum Financial Resources
Spectrum Financial Resources is an SEC-registered mass-market adviser in Troy, MI with $235.3M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Spectrum Financial Resources: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127453, SEC 801-126271, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $235.3M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Troy, MI
- Employees
- 6
- Clients
- 723
- CRD
- 127453
- Ownership
- SCHNEIDER, JEAN, ANN; HOBAN, DANIEL, THOMAS
How much AUM does Spectrum Financial Resources have?
Spectrum Financial Resources reported $235.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Spectrum Financial Resources?
Disclosed owners and executives of Spectrum Financial Resources include SCHNEIDER, JEAN, ANN, HOBAN, DANIEL, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.