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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Strategic Investment Advisors LLC
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| CRD # | 151501 |
| SEC # | 801-110692 |
| CIK # | 0001760540, 0001569119, 0001432539 |
| AUM | $1.2 B (2025-03-12) |
| Employees | 11 (100% Investors, 0% Brokers) |
| Phone | 248-567-6688 |
| Address | 29409 Haggerty Road Novi, MI 48377 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 91.1 | ||
| Apple Inc | 14.8 | ||
| SPDR Gold Trust | 8.7 | ||
| Microsoft Corp | 8.6 | ||
| J P Morgan Chase & Co | 7.7 | ||
| Alphabet Inc | 6.3 | ||
| VISA Inc | 5.9 | ||
| Oracle Corp | 5.8 | ||
| McKesson Corp | 5.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 702 | 374.7 |
| (b) Individuals (high net worth individuals) | 359 | 788.5 |
| (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 | 1 | 15.0 |
| (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 | 6 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 7,639 | 1,181.8 |
| By Discretionary | ||
| Discretionary | 7,639 | 1,181.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,639 | 1,181.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,181.8 | |
| Total | 7,639 | 1,181.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001432539] | |
| 13F-HR | [0001569119] | |
| 13F-HR | [0001760540] |
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|---|---|---|
|
The Planning Center Inc
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IL | 1.2 |
|
Woodstock Corporation
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MA | 1.2 |
|
The Pinnacle Financial Group
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NY | 1.2 |
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Intellus Advisors LLC
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FL | 1.2 |
|
Greene Wealth Management LLC
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WA | 1.2 |
|
Riverfront Investment Group LLC
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VA | 1.2 |
|
Revolve Wealth Partners LLC
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|
NJ | 1.2 |
|
Capital Investment Counsel LLC
✚
|
CO | 1.2 |
|
Total Wealth Planning LLC
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|
OH | 1.2 |
|
LVM Capital Management Ltd
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|
MI | 1.2 |