Spectrum Planning & Advisory Services Inc.
● SEC registered since 2020CRD 170093SEC# 801-119805San Diego, CA
Reg. AUM
$235.7M
Employees
8
Accounts
807
Location
San Diego, CA
Spectrum Planning & Advisory Services Inc. assets under management
Spectrum Planning & Advisory Services Inc. is an investment advisory firm registered with the SEC based in San Diego, CA. The firm has been registered since 2020. It reports $235.7 million in regulatory assets under management and employs 8 people.
Spectrum Planning & Advisory Services Inc. owners & executives
3 reported| 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 |
Frequently asked questions
How much does Spectrum Planning & Advisory Services Inc. manage?
Spectrum Planning & Advisory Services Inc. reports $235.7 million in regulatory assets under management on its Form ADV.
How many employees does Spectrum Planning & Advisory Services Inc. have?
Spectrum Planning & Advisory Services Inc. reports 8 employees.
Where is Spectrum Planning & Advisory Services Inc. located?
Spectrum Planning & Advisory Services Inc. is based in San Diego, CA and has been SEC-registered since 2020.
Does Spectrum Planning & Advisory Services Inc. disclose fund performance?
Spectrum Planning & Advisory Services Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$235.7M▲ 28%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$235.7Mregulatory AUM
Discretionary $235.7M