CRD: 127746
Spectrum Financial Management
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2003
- Office Locations
- 1
Office Locations
About Spectrum Financial Management
Spectrum Financial Management is a San Rafael, CA wealth management firm providing integrated investment management, financial planning, and tax planning/preparation for individuals and families, including pre- and post-retirees. Portfolios are custom-built using a disciplined asset-allocation approach with tax-aware recommendations, ongoing monitoring, and rebalancing; accounts are custodied at Schwab, and the practice is led by CFP®/EA principals with a $1M minimum account size.
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Investment Themes
Investment Vehicles
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Owner & Executives
BRENDA SUE FRIEDLANDER
Chief Compliance Officer, Owner
- CRD
- #2351292
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Lauren Ashley Friedlander
--
- CRD
- #7175783
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $270,975,663 | $1,855,998 |
| Non-Discretionary | $7,080,423 | $1,770,106 |
| Total | $278,056,086 | $1,853,707 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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