Spectrum Management Group Inc
Legal Name: SPECTRUM MANAGEMENT GROUP, LLC.
Full Contact Details
Other Info
Spectrum Management Group Inc is legally known as SPECTRUM MANAGEMENT GROUP, LLC.. It is an IN Limited Liability Company. This firm has 9 employees, of which 6 are employees in advisory roles. It serves 4 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Aug 10, 2010.
Spectrum Management Group | Indianapolis Financial Advisors | Private Wealth Management
Our FirmOur ServicesOur ProcessOur ClientsIn The NewsResourcesEventsClient LoginContact UsMenuToggle navigationEventsClient LoginContact UsCreate a Family Legacy Use your wealth to empower your future generations. Trust and Family Office Providing guidance for your family Private Wealth Management M…
Direct Owners
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CARSON GROUP HOLDINGS, LLC
DIRECT OWNER owns more than 25% but less than 50%
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LESLIE DIANE THOMPSON
MANAGING PRINCIPAL, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, SECRETARY, SHAREHOLDER owns more than 25% but less than 50%
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ROBERT CLETUS PHILLIPS
MANAGING PRINCIPAL, CHIEF EXECUTIVE OFFICER, PRESIDENT, SHAREHOLDER owns more than 50% but less than 75%
Indirect Owners
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RONALD LLOYD CARSON
PRINCIPAL owns more than 50% but less than 75%
Firms Located Nearby
- Northwest Financial Services Inc
- Market Street Wealth Management Advisors LLC
- FI3 Financial Advisors LLC
- FNEX Advisor LLC
- Salzinger Sheaff Brock LLC
- Sbauer Funds LLC
- Sheaff Brock Investment Advisors LLC
- Innovative Portfolios LLC
- Wallington Asset Management LLC
- Woodley Farra Manion Portfolio Management Inc
Top Holdings
- SPDR S&P 500 ETF TR TR UNIT $77,209k
- SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP $67,458k
- SELECT SECTOR SPDR $18,358k
- SELECT SECTOR SPDR $14,353k
- SELECT SECTOR SPDR TR SBI INT-UTILS $14,100k
- FIDELITY $13,349k
- MICROSOFT CORP $6,781k
- Apple Inc $6,306k
- CISCO SYSTEMS INC $5,290k
- Boeing Co/The $5,268k