Overview
Assets Under Management: $136 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 55
Average Client Assets: $1.9 million
Frequently Asked Questions
STRATEGIC PORTFOLIO SOLUTIONS, 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 #156374), STRATEGIC PORTFOLIO SOLUTIONS, LLC is subject to fiduciary duty under federal law.
STRATEGIC PORTFOLIO SOLUTIONS, LLC is headquartered in DALLAS, TX.
STRATEGIC PORTFOLIO SOLUTIONS, LLC serves 55 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, STRATEGIC PORTFOLIO SOLUTIONS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
STRATEGIC PORTFOLIO SOLUTIONS, LLC manages $136 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, STRATEGIC PORTFOLIO SOLUTIONS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.53%
Average Client Assets: $1.9 million
Total Client Accounts: 393
Discretionary Accounts: 387
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 156374
Filing ID: 2066854
Last Filing Date: 2026-03-06 10:45:16