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| Strategic Investment Advisors LLC
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| |
|---|---|
| CRD # | 151501 |
| SEC # | 801-110692 |
| CIK # | 0001760540, 0001569119, 0001432539 |
| AUM | $947.1 MM (2024-07-18) |
| Employees | 11 (100% Investors, 0% Brokers) |
| Phone | 248-567-6688 |
| Address | 38695 W Seven Mile Road Livonia, MI 48152 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLDM | 75.3 | ||
| AAPL | 2,382,844.0 | 15.5 | |
| GLD | 11.3 | ||
| MSFT | 1,918,222.4 | 7.1 | |
| GOOG | 1,482,566.4 | 6.7 | |
| JPM | 340,169.2 | 5.8 | |
| LRCX | 60,793.2 | 4.7 | |
| V | 419,260.5 | 4.7 | |
| KLAC | 49,261.0 | 4.7 | |
| ORCL | 182,760.6 | 4.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 686 | 318.1 |
| (b) Individuals (high net worth individuals) | 312 | 611.8 |
| (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 | 12.6 |
| (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 | 4.6 |
| (n) Other | 0 | 0.0 |
| Total | 7,227 | 947.1 |
| By Discretionary | ||
| Discretionary | 7,227 | 947.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,227 | 947.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 947.1 | |
| Total | 7,227 | 947.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001432539] | |
| 13F-HR | [0001569119] | |
| 13F-HR | [0001760540] |
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|---|---|---|
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NJ | 0.9 |
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Absher Wealth Management LLC
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