Spectrum Management Group

Finance · Indiana, United States · 11-50 Employees

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Overview

Headquarters

600 E 96th St Ste 130, Indianapolis, Ind...

Phone Number

(317) 663-5600

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
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Aug
ZI Rank
1
2
1
1
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2

About Spectrum Management Group

Spectrum Wealth Management specializes in guiding high-net-worth individuals and families towards financial independence, family legacy, and social capital legacy through a Life Design approach. They offer a comprehensive range of services including investment management, wealth management, and family office and trust services, tailored to meet the unique needs of their clients. Their team of experienced professionals implements a creative wealth design process that simplifies financial complexities and connects wealth to purpose. By combining disciplines such as financial planning and investment strategy, they focus on delivering holistic strategies that ensure client goals are met.Explore more
Spectrum Management Group's Social MediaPopular SearchesSPECTRUM MANAGEMENT GROUP IncSpectrum Management IncSpectrum Management Group LLCSpectrum LLCSpectrum ManagementSIC Code 62,628NAICS Code 52,523Show more

Spectrum Management Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Spectrum Management Group

<$5M
11-50
Private
-
1997
JS
Jordon SantosFinancial Advisor
$5.8M
1-10
Private
-
2008
GG
Greg GrabovacCo-Founder & CEO
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
<$5M
2002
MF
Matthew FassnachtPartner and Principal Wealth Manager
<$5M
1-10
Private
-
-
CA
Carl ArrellFounder & Manager, Wealth
<$5M
1-10
Private
-
1999
Murray Sawyer, Founder, President & Chief Executive Officer at Westover Capital Advisors
Murray SawyerFounder, President & CEO
<$5M
1-10
Private
-
2008
N/A
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Spectrum Management Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Spectrum Management Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Spectrum Management Group.

Spectrum Management Group Tech Stack

A closer look at the technologies used by Spectrum Management Group

Spectrum Management Group News & Media

  • Spectrum Wealth Management Announces the Hiring of Daniel D. Meiklejohn

    INDIANAPOLIS--(BUSINESS WIRE)--Spectrum Wealth Management ("Spectrum"), a registered investment adviser headquartered in Indianapolis, Indiana, announced today the addition of Daniel D. Meiklejohn ("Daniel"), JD, CPA, CFP®, CExPTM, as Managing Director. Spectrum, a Focus Financial Partners Inc. partner firm, serves a select group of high-net-worth families and professionals predominantly in Indiana and the Midwest. Before joining Spectrum, Daniel held impactful roles at industry-leading profess
Read more news

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Frequently Asked Questions Regarding Spectrum Management Group

What is Spectrum Management Group's official website?
Spectrum Management Group's official website is www.spectrum-mgmt.com
What is Spectrum Management Group's Revenue?
Spectrum Management Group's revenue is <$5 Million
What is Spectrum Management Group's SIC code?
Spectrum Management Group's SIC: 62,628
What is Spectrum Management Group's NAICS code?
Spectrum Management Group's NAICS: 52,523
How many employees does Spectrum Management Group have?
Spectrum Management Group has 11-50 employees
What industry does Spectrum Management Group belong to?
Spectrum Management Group is in the industry of: Finance, Securities Trading
What is Spectrum Management Group competition?
Spectrum Management Group top competitors include: G2 Capital Management, Pillar Wealth Management, Westover Capital Advisors, Focus Financial Network
What technology does Spectrum Management Group use?
Some of the popular technologies that Spectrum Management Group uses are: goo.gl, Flippingbook, WordPress.org, reCAPTCHA
How do I contact Spectrum Management Group?
Spectrum Management Group contact info: Phone number: (317) 663-5600 Website: www.spectrum-mgmt.com
What does Spectrum Management Group do?

Spectrum Wealth Management specializes in guiding high-net-worth individuals and families towards financial independence, family legacy, and social capital legacy through a Life Design approach. They offer a comprehensive range of services including investment management, wealth management, and family office and trust services, tailored to meet the... unique needs of their clients. Their team of experienced professionals implements a creative wealth design process that simplifies financial complexities and connects wealth to purpose. By combining disciplines such as financial planning and investment strategy, they focus on delivering holistic strategies that ensure client goals are met.Read More

What are Spectrum Management Group social media links?
Spectrum Management Group Linkedin page Spectrum Management Group Twitter page Spectrum Management Group Facebook page
Is Spectrum Management Group a public company?
Spectrum Management Group is private company therefore does not currently have an official ticker symbol
See more information about Spectrum Management Group

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