Overview
Assets Under Management: $27.0 billion
Headquarters: ARLINGTON, VA
High-Net-Worth Clients: 3
Average Client Assets: $30.4 million
Frequently Asked Questions
STRATEGIC INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104862), STRATEGIC INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
STRATEGIC INVESTMENT MANAGEMENT, LLC is headquartered in ARLINGTON, VA.
STRATEGIC INVESTMENT MANAGEMENT, LLC serves 3 high-net-worth clients according to their SEC filing dated September 24, 2024. View client details ↓
According to their SEC Form ADV, STRATEGIC INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
STRATEGIC INVESTMENT MANAGEMENT, LLC manages $27.0 billion in client assets according to their SEC filing dated September 24, 2024.
According to their SEC Form ADV, STRATEGIC INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.34%
Average Client Assets: $30.4 million
Total Client Accounts: 84
Discretionary Accounts: 81
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 104862
Filing ID: 1892323
Last Filing Date: 2024-09-24 10:51:00