Spectrum Financial Management
Spectrum Financial Management is an SEC-registered wealth manager in San Rafael, CA with $278.1M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Spectrum Financial Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127746, SEC 801-62255, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $278.1M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- San Rafael, CA
- Employees
- 4
- Clients
- 150
- CRD
- 127746
- Ownership
- FRIEDLANDER, BRENDA, SUE; FRIEDLANDER, BRENDA S
How much AUM does Spectrum Financial Management have?
Spectrum Financial Management reported $278.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Spectrum Financial Management?
Disclosed owners and executives of Spectrum Financial Management include FRIEDLANDER, BRENDA, SUE, FRIEDLANDER, BRENDA S. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.