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Spectrum Financial Resources (Troy)


Spectrum Financial Resources is an adviser based in Troy. It manages $47.72 million of regulatory assets for 314 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Michigan.

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Spectrum Financial Resources provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and consulting services and seminars. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Spectrum Financial Resources: assets under management

The assets under management (AUM) of Spectrum Financial Resources is $47.72 million. The firm's AUM has grown by 27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $46.72 million in discretionary accounts and $1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $151.2 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $200 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Spectrum Financial Resources for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Troy

The principal office where Spectrum Financial Resources performs its advisory services is located at 1739 West Big Beaver, Troy, MI 48084, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 248-643-0033 or by fax 248-643-0066. The normal business hours are 9:00 a.m.-4:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.spectrumfc.com.


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