DFX Intelligence
Reading the graph
Reading the graph
Chosen as the most connected of 3 firms and managers with this exact name.
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
SPECTRUM ASSET MANAGEMENT, INC. Registered adviser · RIA / Wealth · 801-30405 Also on Independent Sponsors | STAMFORD, | $18B | 1 | 4 | 2019 | |||
| STAMFORD, | $24B | 2012 | ||||||
| NEWPORT BEACH, | $657M | 8 | 2011 | |||||
| 68 | 2025 | |||||||
| · probable Upper middle market | Boston, | $7.3B | 146 | 43 | 94 | 2025 | ||
| MEQUON, | $1.1B | 23 | 2012 | |||||
Lower middle market | Huntington, | $177M | 11 | 6 | 2015 | |||
| SAN RAFAEL, | $278M | 2 | 2012 | |||||
| VIRGINIA BEACH, | $236M | 2 | 2012 | |||||
| PLANO, | $160M | 4 | 2022 | |||||
| ATLANTA, | $487M | 2012 | ||||||
| AUBURN, | $108M | 2012 | ||||||
| HAMDEN, | $62.2M | 1 | 2011 | |||||
S••••••• W••••• M••••••••• Registered adviser · RIA / Wealth · matched S••••••• MANAGEMENT GROUP, LLC. | INDIANAPOLIS, | $977M | 2012 | |||||
| $25.7M | 2026 | |||||||
| $20.5M | 2024 | |||||||
| 1 | 2023 | |||||||
| RICHMOND, | 2025 | |||||||
| DALLAS, | 2026 | |||||||
| Madison, | 276 | |||||||
| San Francisco, | 156 | |||||||
| Houston, | 86 | |||||||
| Phoenixville, | 81 | |||||||
| Milford, | 95 | |||||||
| Sacramento, | 51 | |||||||
| Washington, | 60 | |||||||
| Aurora, | 51 | |||||||
| Southlake, | 44 | |||||||
| Mequon, | 35 | |||||||
| Omaha, | 20 | |||||||
| 4 | ||||||||
| 7 | ||||||||
| $3.3M | 9 | 2012 | ||||||
| $157,890 | 18 | 2012 | ||||||
| $179,284 | 10 | 2012 | ||||||
| $9.8M | 8 | 15 |
The names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get a subscription for every name. Every figure, date and source is public either way.