Active
SPECTRUM FINANCIAL INC
Investment Advice|VIRGINIA BEACH, VA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$266.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 266.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 105618 |
| SEC Number | 801-33311 |
| Street Address | 272 BENDIX ROAD, STE 600 |
| Location | VIRGINIA BEACH, VA 23452 |
| Country | United States |
| Phone | 757-463-7600 |
| Fax | 757-463-1232 |
| Total Employees | 9 |
Client Count by Type (244 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 223 |
| Charitable Organizations | 9 |
| Corporations/Businesses | 4 |
| Investment Companies | 3 |
| Other | 3 |
| Pension/Profit Sharing Pl… | 2 |
Community Partners
HAMPTON ROADS SANITATION DISTRICT
SOUTHEASTERN PUBLIC SERVICE AUTHORITY OF VIRGINIA
SOUTHSIDE NETWORKING AUTHORITY
VIRGINIA DARE SOIL AND WATER CONSERVATION DISTRICT
HAMPTON ROADS SANITATION DISTRICT
SOUTHEASTERN PUBLIC SERVICE AUTHORITY OF VIRGINIA
SOUTHSIDE NETWORKING AUTHORITY
VIRGINIA DARE SOIL AND WATER CONSERVATION DISTRICT
HAMPTON ROADS SANITATION DISTRICT
SOUTHEASTERN PUBLIC SERVICE AUTHORITY OF VIRGINIA
SOUTHSIDE NETWORKING AUTHORITY
VIRGINIA DARE SOIL AND WATER CONSERVATION DISTRICT
Special District
4 Active
4
Organizations
CHESAPEAKE CITY SCHOOLS
FRANK W. COX HIGH SCHOOL - NAVY - JROTC
LANDSTOWN HIGH SCHOOL - NAVY - JROTC
SALEM SENIOR HIGH SCHOOL
CHESAPEAKE CITY SCHOOLS
FRANK W. COX HIGH SCHOOL - NAVY - JROTC
LANDSTOWN HIGH SCHOOL - NAVY - JROTC
SALEM SENIOR HIGH SCHOOL
CHESAPEAKE CITY SCHOOLS
FRANK W. COX HIGH SCHOOL - NAVY - JROTC
LANDSTOWN HIGH SCHOOL - NAVY - JROTC
SALEM SENIOR HIGH SCHOOL
School District
4 Active
4
Organizations
100 CLUB
17TH STREET GATEWAY ASSOCIATION
1 DIED 4 ALL INC
1ST PLACE KIDS INC
24-7 LAW ENFORCEMENT SERVICES INC
24/7 LAW ENFORCEMENT SERVICES, INC.
327 EVENTS
3RD SFG MEMORIAL WALK FUND
3STRAND INC
46TH SPECIAL FORCES COMPANY ASSOCIATION INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
100 CLUB
17TH STREET GATEWAY ASSOCIATION
1 DIED 4 ALL INC
1ST PLACE KIDS INC
24-7 LAW ENFORCEMENT SERVICES INC
24/7 LAW ENFORCEMENT SERVICES, INC.
327 EVENTS
3RD SFG MEMORIAL WALK FUND
3STRAND INC
46TH SPECIAL FORCES COMPANY ASSOCIATION INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
100 CLUB
17TH STREET GATEWAY ASSOCIATION
1 DIED 4 ALL INC
1ST PLACE KIDS INC
24-7 LAW ENFORCEMENT SERVICES INC
24/7 LAW ENFORCEMENT SERVICES, INC.
327 EVENTS
3RD SFG MEMORIAL WALK FUND
3STRAND INC
46TH SPECIAL FORCES COMPANY ASSOCIATION INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
2473 Active
2473
Organizations
Community Partners58 organizations
HAMPTON ROADS SANITATION DISTRICT
Special District·VIRGINIA BEACH
SOUTHEASTERN PUBLIC SERVICE AUTHORITY OF VIRGINIA
Special District·CHESAPEAKE
SOUTHSIDE NETWORKING AUTHORITY
Special District·CHESAPEAKE
FRANK W. COX HIGH SCHOOL - NAVY - JROTC
School District·VIRGINIA BEACH
LANDSTOWN HIGH SCHOOL - NAVY - JROTC
School District·VIRGINIA BEACH
SALEM SENIOR HIGH SCHOOL
School District·VIRGINIA BEACH
100 CLUB
Nonprofit Organization·Virginia Beach
17TH STREET GATEWAY ASSOCIATION
Nonprofit Organization·VIRGINIA BEACH
1 DIED 4 ALL INC
Nonprofit Organization·VIRGINIA BEACH
1ST PLACE KIDS INC
Nonprofit Organization·Virginia Beach
24-7 LAW ENFORCEMENT SERVICES INC
Nonprofit Organization·Virginia Beach
24/7 LAW ENFORCEMENT SERVICES, INC.
Nonprofit Organization·VIRGINIA BEACH
327 EVENTS
Nonprofit Organization·Virginia Beach
3RD SFG MEMORIAL WALK FUND
Nonprofit Organization·Virginia Beach
3STRAND INC
Nonprofit Organization·VIRGINIA BEACH
46TH SPECIAL FORCES COMPANY ASSOCIATION INC
Nonprofit Organization·Virginia Beach
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·VIRGINIA BEACH
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Virginia Beach
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Virginia Beach
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Virginia Beach
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Virginia Beach
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Virginia Beach
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Virginia Beach
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Virginia Beach
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·VIRGINIA BEACH
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·VIRGINIA BEACH
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Virginia Beach
4-H CLUBS OF VIRGINIA BEACH INC
Nonprofit Organization·VIRGINIA BEACH
4TH AS SPOUSES ORGANIZATION
Nonprofit Organization·Virginia Beach
757CIO LIMITED
Nonprofit Organization·Virginia Beach
757 FIRECRACKERS SOFTBALL
Nonprofit Organization·Virginia Beach
757 FORK YOU
Nonprofit Organization·Virginia Beach
757 HURRICANES
Nonprofit Organization·Virginia Beach
757 SELECT LACROSSE
Nonprofit Organization·VIRGINIA BEACH
7 HELPER OUTREACH
Nonprofit Organization·Virginia Beach
81 BEACHSIDE
Nonprofit Organization·Virginia Beach
928 OWNERS CLUB
Nonprofit Organization·Virginia Beach
99 For The 1
Nonprofit Organization·Virginia Beach
99TH NEW YORK VOLUNTEER INFANTRY REGIMENT COMPANY D
Nonprofit Organization·Virginia Beach
A 4 MORGAN FOUNDATION
Nonprofit Organization·VIRGINIA BEACH
Abba's Pride
Nonprofit Organization·Virginia Beach
ABBYS LEGACY FOUNDATION
Nonprofit Organization·Virginia Beach
ABILITY CENTER OF VIRGINIA
Nonprofit Organization·VIRGINIA BEACH
ABUNDANT HARVEST MINISTRIES
Nonprofit Organization·Virginia Beach
ACADEMY OF GENERAL DENTISTRY
Nonprofit Organization·VIRGINIA BEACH
ACCESS PARTNERSHIP
Nonprofit Organization·VIRGINIA BEACH
Achievable Greatness
Nonprofit Organization·Virginia Beach
Achievement Center of Virginia Beach INC
Nonprofit Organization·Virginia Beach
ACOUSTIC MUSIC ASSOCIATION
Nonprofit Organization·Virginia Beach
A CROWNE OF BEAUTY
Nonprofit Organization·Virginia Beach
ACT FOR AMERICA
Nonprofit Organization·VIRGINIA BEACH
ACT GOLF ASSOCIATION
Nonprofit Organization·Virginia Beach
ACT NOW AUTISM FOUNDATION INC
Nonprofit Organization·VIRGINIA BEACH
ACTS MOVEMENT- A CALL TO PRAYER
Nonprofit Organization·Virginia Beach
ADVANCED BASEBALL ACADEMY
Nonprofit Organization·VIRGINIA BEACH
ADVERTISING FEDERATION OF GREATER HAMPTON ROADS
Nonprofit Organization·Virginia Beach