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Spectrum Wealth Advisory Group
SPECTRUM WEALTH ADVISORY GROUP, LLC is an SEC-registered investment adviser in GRANITE BAY, CA, since 2018. The firm manages approximately $445 million in...
Overview
SPECTRUM WEALTH ADVISORY GROUP, LLC is an SEC-registered investment adviser in GRANITE BAY, CA, since 2018. The firm manages approximately $445 million in assets. It has 5 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Sector focus
Frequently asked questions
How does Spectrum Wealth Advisory Group source proprietary deal flow?
The firm does not appear to operate a proprietary deal-sourcing operation. Client portfolios are constructed using publicly traded securities, ETFs, and third-party alternative investments sourced from established fund managers (per common industry practice among RIAs of this scale).
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