$6.3M Total AUM
$6.3M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-11-2022
- Office Locations
- 1
Office Locations
-- Sugar Land TX
About SOF Spectrum Capital Management, LLC
SOF Spectrum Capital Management, LLC is a Texas-based RIA serving retail clients, including entrepreneurs, with discretionary managed accounts focused on asset allocation using ETFs and mutual funds. The firm also offers tax-planning and insurance-related advice. Accounts are custodied at Interactive Brokers, giving clients real-time visibility into balances, positions, and trades, with no lock-up period.
Team overview
51 AVG AGE
$6.3M AVG AUM / ADVISOR
$186.1K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
V
Vinod Naidu
Owner
- CRD
- #7417424
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,325,837 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,325,837 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing