Overview
Assets Under Management: $115 million
Headquarters: MANHATTAN BEACH, CA
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Total Client Accounts: 295
Discretionary Accounts: 295
Regulatory Filings
CRD Number: 138301
Filing ID: 1993604
Last Filing Date: 2025-05-28 11:27:00
Website: https://strategicindex.com