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| Strategic Investment Advisors LLC
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|
|
|---|---|
| CRD # | 151501 |
| SEC # | 801-110692 |
| CIK # | 0001432539, 0001760540, 0001569119 |
| AUM | $1.8 B (2026-06-19) |
| Employees | 16 (69% Investors, 0% Brokers) |
| Phone | 248-567-6688 |
| Address | 29409 Haggerty Road Novi, MI 48377 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| World Currency Gold Trust | 0.1 | ||
| Apple Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Lam Research Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| KLA Tencor Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| McKesson Corp | 0.0 | ||
| Visa Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,542 | 680.7 |
| (b) Individuals (high net worth individuals) | 514 | 1,116.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 16.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 11,760 | 1,816.3 |
| By Discretionary | ||
| Discretionary | 11,760 | 1,816.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11,760 | 1,816.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,816.3 | |
| Total | 11,760 | 1,816.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001432539] | |
| 13F-HR | [0001569119] | |
| 13F-HR | [0001760540] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
A&M Private Wealth Partners LLC
✚
|
FL | 1.8 |
|
Aristotle Capital Boston LLC
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|
MA | 1.8 |
|
Berman McAleer LLC
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MD | 1.8 |
|
Heitman Real Estate Securities LLC
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IL | 1.8 |
|
Financial Synergies Wealth Advisors Inc
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|
TX | 1.8 |
|
Versant Capital Management Inc
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|
AZ | 1.8 |
|
Select Money Management Inc
✚
|
CA | 1.8 |
|
SLOY Dahl & Holst LLC
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|
WA | 1.8 |
|
Summit Financial Wealth Advisors LLC
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|
LA | 1.8 |
|
US Bancorp Advisors LLC
✚
|
MN | 1.8 |