Spectrum Planning & Advisory Services is an investment advisor in San Diego with $132.58 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
464452353
SEC advisor number
801-119805
FINRA CRD number
170093
AUM ?
$132.58 mm
(as of 19 Jul 22)
Accounts
649
(as of 19 Jul 22)
Employees
4
(3 investment advisory or research)
Office hours
Monday - Friday, OFFICE VISITS BY APPOINTMENT ONLY
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Martinson, Jeremy, Scot | Chief Financial Officer | 12/2013 | 25-50% |
| Luster, Danielle, Learene | President | 09/2014 | 25-50% |
| Hoover, Brentt, Allen | Chief Executive Officer, Chief Compliance Officer | 09/2014 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
13 Oct 21
13F-HR
Quarterly holdings report by institutional manager
19 Jul 21
13F-HR
Quarterly holdings report by institutional manager
27 Apr 21
13F-HR
Quarterly holdings report by institutional manager
2 Feb 21