Spectrum Ac Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 298849
- Custodians
- ALTRUIST FINANCIAL LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Spectrum Ac Advisors, LLC is a privately held limited liability company that serves individual and family clients. The firm identifies itself as a capital allocator and combines advisory roles—portfolio management for individuals and small businesses—with the selection of other advisers. It also operates as a real estate broker, indicating a commercial tie between its advisory work and transactional real estate activity. Ownership is at the individual level and the adviser does not self-identify as an active ESG investor, multi-state adviser, pension consultant, or related adviser. Fees are charged as a percentage of assets under management and by other arrangements.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Cash & Cash Equivalents24%
- Exchange Traded Equities13%
- Other10%
Owners & executives
1 of 1Craig Linden
Managing Member And Chief Compliance OfficerCRD 1295280
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Fortune Capital Management LLC
RIADFG Investments And Tax LLC
RIAHilo, HI
Magis Management, LLC
RIAGriggs Capital LLC
RIAAP Financial Contingency Group Inc
RIAGlobal Macro Asset Management LLC
RIALas Vegas, NV