Overview
Assets Under Management: $1.6 billion
Headquarters: MERRILLVILLE, IN
High-Net-Worth Clients: 370
Average Client Assets: $3.6 million
Frequently Asked Questions
STRATEGIQ FINANCIAL GROUP, 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 #144287), STRATEGIQ FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
STRATEGIQ FINANCIAL GROUP, LLC is headquartered in MERRILLVILLE, IN.
STRATEGIQ FINANCIAL GROUP, LLC serves 370 high-net-worth clients according to their SEC filing dated March 23, 2024. View client details ↓
According to their SEC Form ADV, STRATEGIQ FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
STRATEGIQ FINANCIAL GROUP, LLC manages $1.6 billion in client assets according to their SEC filing dated March 23, 2024.
According to their SEC Form ADV, STRATEGIQ FINANCIAL GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 370
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.10%
Average Client Assets: $3.6 million
Total Client Accounts: 3,230
Discretionary Accounts: 3,221
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 144287
Filing ID: 1850750
Last Filing Date: 2024-03-23 16:47:00