Spectrum Strategic Capital Management

Trust Score 86%
Trust Score info_outline

Last updated: August 6th, 2019. Data source: SEC filings.


Spectrum Strategic Capital Management, federally registered in 2006, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 7 advisors. Spectrum Strategic Capital Management manages $154.5 million and provides investment advisory services for 233 clients (1:34 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $50,000
Average Client Balance $663,088
Hybrid Advisor No
Disciplinary History No
Total AUM $154.5 million
Advisor / Client Ratio 1:34
Headquarters Lake Oswego, OR
SEC Filings Forms and Brochures    (CRD # 138347)
State(s) Registered CA, IL, OR, TX, WA

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