LeadIQ logo
Learn more at LeadIQ.com

Insights

Institutional focus Target clients: Spectrum serves institutional investors with diversified preferred security portfolios, presenting opportunities to offer advanced fixed income analytics, risk management, and tailored ESG or tax-aware strategies to large asset owners.

Affiliation leverage Leverage its status as a wholly owned affiliate of Principal Global Investors to propose scalable platform enhancements, data integration, and co-branded solutions that fit within a broader Principal ecosystem.

Growth potential Revenue scale indicates substantial deal opportunities across high-value services; prioritize mid-to-large account pursuits, propose premium advisor tools, and expand coverage with targeted relationship managers.

Tech enablement Current tech stack includes cloud, analytics and marketing infrastructure (AWS, Google Ads, Office 365, GTM, Squarespace); sell integrated marketing analytics, data visualization, and secure collaboration tools to improve client engagement and portfolio insight.

Competitive positioning As a leading specialist in preferred and capital securities with a substantial industry footprint, present differentiated solutions such as enhanced liquidity analytics, regulatory-compliant reporting, and bespoke research to win against larger peers.

Similar companies to Spectrum Asset Management, Inc.

Spectrum Asset Management, Inc. Tech Stack

Spectrum Asset Management, Inc. uses 8 technology products and services including Google Ads, Amazon Web Services, Squarespace, and more. Explore Spectrum Asset Management, Inc.'s tech stack below.

Spectrum Asset Management, Inc.'s Email Address Formats

Spectrum Asset Management, Inc. uses at least 4 email formats:
Spectrum Asset Management, Inc. Email FormatsExamplePercentage
FLast@samipfd.comJDoe@samipfd.com
92%
Last@samipfd.comDoe@samipfd.com
3%
First@samipfd.comJohn@samipfd.com
3%
LFirst@samipfd.comDJohn@samipfd.com
2%

Frequently Asked Questions

What is Spectrum Asset Management, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Spectrum Asset Management, Inc.'s main corporate office by phone at
+1-203-322-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Spectrum Asset Management, Inc.'s official website and social media links?

Minus sign iconPlus sign iconSpectrum Asset Management, Inc.'s official website is samipfd.com and has social profiles on LinkedIn.

How much revenue does Spectrum Asset Management, Inc. generate?

Minus sign iconPlus sign icon As of October 2026, Spectrum Asset Management, Inc.'s annual revenue is estimated to be $500M - $1B.

What is Spectrum Asset Management, Inc.'s NAICS code?

Minus sign iconPlus sign iconSpectrum Asset Management, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Spectrum Asset Management, Inc. have currently?

Minus sign iconPlus sign iconAs of October 2026, Spectrum Asset Management, Inc. has approximately 41 employees across 5 continents, including North America, Asia and Europe. Key team members include Managing Director, Investments: I. F., Managing Director & Chief Compliance Officer: J. H. and Administrator Assistance Manager: A. P. Explore Spectrum Asset Management, Inc.'s employee directory with LeadIQ.

What industry does Spectrum Asset Management, Inc. belong to?

Minus sign iconPlus sign iconSpectrum Asset Management, Inc. operates in the Investment Management industry.

What technology does Spectrum Asset Management, Inc. use?

Minus sign iconPlus sign iconSpectrum Asset Management, Inc.'s tech stack includes Google Ads, Amazon Web Services, Squarespace, Amazon Route 53, Squarespace Commerce, Office 365, Google Tag Manager and Sitelinks Search Box.

What is Spectrum Asset Management, Inc.'s email format?

Minus sign iconPlus sign iconSpectrum Asset Management, Inc.'s email format typically follows the pattern of FLast@samipfd.com. Find more Spectrum Asset Management, Inc. email formats with LeadIQ.

When was Spectrum Asset Management, Inc. founded?

Minus sign iconPlus sign iconSpectrum Asset Management, Inc. was founded in 1987.
Spectrum Asset Management, Inc. logo

Spectrum Asset Management, Inc.

Investment ManagementConnecticut, United States11-50 Employees

Spectrum Asset Management, Inc. is an investment management firm that specializes in managing diversified portfolios of preferred and capital securities for institutional investors. Founded in 1987 and based in Stamford, Connecticut, the company operates in the specialized space of the preferred and capital securities market. Its focus is on providing portfolio management tailored to institutional clients within this asset class. Since 2001, Spectrum has operated as a wholly owned and independently run affiliate of Principal Global Investors, a member of the Principal Financial Group. In the investment management landscape, Spectrum is described as one of the largest money managers globally with a focus on the preferred and capital securities market.

Section iconCompany Overview

Phone number
+1-203-322-****
Website
samipfd.com
NAICS Code
5239 - Other Financial Investment Activities
Founded
1987
Employees
11-50

Section iconFunding & Financials

  • $500M - $1B

    Spectrum Asset Management, Inc.'s revenue is estimated to be in the range of $500M - $1B

Company Leadership

  • Managing Director, Investments at Spectrum Asset Management, Inc.
    I. F.
    Managing Director, Investments
    Mobile Phone
  • Managing Director & Chief Compliance Officer at Spectrum Asset Management, Inc.
    J. H.
    Managing Director & Chief Compliance Officer
    Mobile Phone
  • Administrator Assistance Manager at Spectrum Asset Management, Inc.
    A. P.
    Administrator Assistance Manager
    Mobile Phone
  • Senior Human Resources Officer at Spectrum Asset Management, Inc.
    N. P.
    Senior Human Resources Officer
    Mobile Phone
  • Administration at Spectrum Asset Management, Inc.
    M. K.
    Administration
    Mobile Phone

Employee Directory

  • Assistant Accountant at Spectrum Asset Management, Inc.
    D. R.
    Assistant Accountant
    Mobile Phone
  • Konsultant Personalny at Spectrum Asset Management, Inc.
    M. K.
    Konsultant Personalny
    Mobile Phone

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust LeadIQ to help them build pipeline confidently.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.