|
⚲
|
| Strategic Advisory Services LLC
✚
| |
|---|---|
| CRD # | 287984 |
| SEC # | 801-123188 |
| CIK # | |
| AUM | $177.5 MM (2024-07-12) |
| Employees | 11 (100% Investors, 55% Brokers) |
| Phone | 901-751-2025 |
| Address | 6465 Quail Hollow Road Memphis, TN 38120 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 74.2 |
| (b) Individuals (high net worth individuals) | 47 | 87.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 15.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 525 | 177.5 |
| By Discretionary | ||
| Discretionary | 525 | 177.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 525 | 177.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 177.5 | |
| Total | 525 | 177.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Barnstone Advisors LLC
✚
|
PA | 0.2 |
|
SPWM Advisors LLC
✚
|
MI | 0.2 |
|
Decatur Capital Management Inc
✚
|
GA | 0.2 |
|
Secrest Blakey & Associates LLC
✚
|
NC | 0.2 |
|
Fairbank Investment Management Limited
✚
|
0.2 | |
|
Decisionmap Wealth Management LLC
✚
|
VA | 0.2 |
|
Millares Asset Management LLC
✚
|
FL | 0.2 |
|
Challenger Wealth Management
✚
|
CA | 0.2 |
|
Pacific Wealth Strategies Group Inc
✚
|
CA | 0.2 |
|
Genesis Wealth Advisors LLC
✚
|
MA | 0.2 |