| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Eugene White | Wealth Manager And Partner | Under 5% | 2007 |
| James Francis Marshall Control | Chairman, Founder And Partner | 10-25% | 2019 |
| Jonathan James Marshall Control | Executive Vice President, Chief Compliance Officer, Chief Investment Officer And Director | 50-75% | 2011 |
Spectrum Investment Advisors, Inc. reports $849.7 million in regulatory assets under management on its Form ADV.
Spectrum Investment Advisors, Inc. reports 24 employees.
Spectrum Investment Advisors, Inc. is based in Mequon, WI and has been SEC-registered since 1999.
Spectrum Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6329 West Mequon Road, Mequon, WI 53092 |
| Phone | 262-238-4010 |
| Fax | 262-512-2704 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1856042 |
| Discloses disciplinary history | No |
| Discretionary | $842.4M |
| Non-discretionary | $7.2M |
| Total (RAUM) | $849.7M |