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Vinod Naidu

SOF Spectrum Capital Management, LLC

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About Vinod Naidu

Vinod Naidu is an investment advisor representative at SOF Spectrum Capital Management, LLC, based in Sugar Land, Texas. Vinod holds the Series 65 license, which allows him to provide investment advice to individuals. He has been working in the financial industry since July 1999.

Firm Information

Vinod Naidu is currently registered with SOF Spectrum Capital Management, LLC. SOF Spectrum Capital Management, LLC is an investment advisor registered with the SEC that primarily serves high-net-worth individuals and other individuals. They offer portfolio management services for individuals. The firm has 1 investment advisor representative and manages approximately $2.6 million in assets.

$2.59M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Vinod Naidu’s Registration & Firm History

TX

01/17/2024 - Present

SOF Spectrum Capital Management, LLC (SUGAR LAND TX)

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Licenses & Designations

IA

Issued 12/06/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vinod Naidu.
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