Overview
Assets Under Management: $355 million
Headquarters: CHANDLER, AZ
High-Net-Worth Clients: 5
Average Client Assets: $45 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.50
Average High-Net-Worth Client Assets: $45 million
Total Client Accounts: 1,165
Discretionary Accounts: 1,163
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 165839
Filing ID: 2002259
Last Filing Date: 2025-07-07 16:35:00
Website: https://strategicincomegroup.com