Overview
Assets Under Management: $910 million
Headquarters: ORLAND PARK, IL
High-Net-Worth Clients: 140
Average Client Assets: $2 million
Frequently Asked Questions
STRATEGIC INVESTMENT SOLUTIONS, INC. 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 #143128), STRATEGIC INVESTMENT SOLUTIONS, INC. is subject to fiduciary duty under federal law.
STRATEGIC INVESTMENT SOLUTIONS, INC. is headquartered in ORLAND PARK, IL.
STRATEGIC INVESTMENT SOLUTIONS, INC. serves 140 high-net-worth clients according to their SEC filing dated February 17, 2025. View client details ↓
According to their SEC Form ADV, STRATEGIC INVESTMENT SOLUTIONS, INC. offers portfolio management for individuals. View all service details ↓
STRATEGIC INVESTMENT SOLUTIONS, INC. manages $910 million in client assets according to their SEC filing dated February 17, 2025.
According to their SEC Form ADV, STRATEGIC INVESTMENT SOLUTIONS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 140
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.79
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,910
Discretionary Accounts: 3,910
Regulatory Filings
CRD Number: 143128
Last Filing Date: 2025-02-17 00:00:00
Website: https://sisfp.com