| Name | Title | Ownership | Since |
|---|---|---|---|
| Brentt Allen Hoover Control | Chief Executive Officer, Chief Compliance Officer | 25-50% | 2014 |
| Danielle Learene Luster Control | President | 25-50% | 2014 |
| Jeremy Scot Martinson Control | Chief Financial Officer | 25-50% | 2013 |
Spectrum Planning & Advisory Services Inc. reports $184.2 million in regulatory assets under management on its Form ADV.
Spectrum Planning & Advisory Services Inc. reports 5 employees.
Spectrum Planning & Advisory Services Inc. is based in San Diego, CA and has been SEC-registered since 2020.
Spectrum Planning & Advisory Services Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3131 Camino del Rio North, Suite 1000, San Diego, CA 92108 |
| Phone | (619) 289-9670 |
| Fax | (619) 289-9672 |
| Office hours | Office Visits By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1725394 |
| Discloses disciplinary history | No |
| Discretionary | $184.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $184.2M |