Where are Spectrum Asset Management, Inc.'s Headquarters?

Spectrum Asset Management, Inc.'s Headquarters are in 1301 Dove Street Suite 970,Newport Beach,California,United States

What is Spectrum Asset Management, Inc.'s phone number?

Spectrum Asset Management, Inc.'s phone number is +1 949-717-3400

What is Spectrum Asset Management, Inc.'s official website?

Spectrum Asset Management, Inc.'s official website is https://www.myspectrum.com

What is Spectrum Asset Management, Inc.'s Revenue?

Spectrum Asset Management, Inc.'s revenue is $1 - 10M

What is Spectrum Asset Management, Inc.'s NAICS code?

Spectrum Asset Management, Inc.'s NAICS code is 523930

How many employees are working in Spectrum Asset Management, Inc.

Spectrum Asset Management, Inc. has 7 employees

What is Spectrum Asset Management, Inc.'s Industry?

Spectrum Asset Management, Inc. is in the industry of Investment Management

Who is Spectrum Asset Management, Inc.'s Vice President Of Client Relations?

Spectrum Asset Management, Inc.'s Vice President Of Client Relations is Lisa Sharp

Spectrum Asset Management, Inc.

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Description

At Spectrum Asset Management we are passionate about aligning our clients Wealth with their Vision, Values, and Goals. This gives them the clarity, confidence, and freedom to make wise decisions about their wealth. We are known for our candor and honesty. We like to delve into questions such as: Whats important about money to You? What do you want to have happen personally and professionally to be happy with your progress? What specific milestones are important to you in the future? The answers to these questions act as a compass, or Values Filter, for our wealth management services, which include all aspects of financial planning and portfolio management.Founded in 1987, we are one of the oldest and most established independent investment advisors in Orange County, California. Both our team and our operational design support a genuine culture of client service. We provide the human interaction you would expect from a small private practice along with the predictability of a larger advisory firm. Client assets are held in custody at Charles Schwab & Co., TD Ameritrade, Wells Fargo, and US Bank among others.Disclosure: Followers/Likes should not be considered a positive reflection of our investment advisory services. Visitors to this page should avoid posting positive reviews of their experiences with the adviser or its services, as such testimonials are prohibited under federal securities laws and may not reflect the experience of all clients. Endorsements, Recommendations and/or Likes should not be considered a testimonial or endorsement of the representative or firm and is merely a mechanism to circulate this page. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any information presented here should not be relied upon without the coordinated advice from a registered/licensed investment professional.
Headquarters:1301 Dove Street Suite 970, Newport Beach, California, United States
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Phone Number: +1 949-717-3400
Website: https://www.myspectrum.com
Employees:7
Revenue:$1 - 10M
Legal Name:Spectrum Asset Management, Inc.
Spectrum Asset Management, Inc.'s Social Media
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| NAICS Code: 523930 |
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Vice President Of Client Relations for Spectrum Asset Management, Inc.

Lisa Sharp

Vice President Of Client Relations

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