Spectrum Ac Advisors, LLC

RIASEC Registered
Total AUM
$2.7M
Discretionary
$2.7M
100% of AUM
Avg account
$246K
Accounts
11
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 53%, Cash & Cash Equivalents 24%, Exchange Traded Equities 13%, Other 10%53%
  • Public Funds/Mutual Funds53%
  • Cash & Cash Equivalents24%
  • Exchange Traded Equities13%
  • Other10%

Owners & executives

1 of 1
  • Craig Linden

    Managing Member And Chief Compliance OfficerCRD 1295280

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth