Spectrum Wealth Advisory is an investment advisor in Granite Bay with $235.55 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
831601204
SEC advisor number
801-114024
FINRA CRD number
298632
AUM ?
$282.78 mm
(as of 23 Feb 24)
Accounts
1,202
(as of 23 Feb 24)
Employees
3
(3 investment advisory or research)
Address
Spectrum Wealth Advisory
5925 GRANITE LAKE DRIVE
SUITE 130
GRANITE BAY
CA 95746
5925 GRANITE LAKE DRIVE
SUITE 130
GRANITE BAY
CA 95746
Phone
916-772-5970
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22