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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Strategic Investment Solutions Inc
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|---|---|
| CRD # | 143128 |
| SEC # | 801-67584 |
| CIK # | |
| AUM | $910.0 M (2025-02-17) |
| Employees | 18 (67% Investors, 39% Brokers) |
| Phone | 708-645-8820 |
| Address | 9501 W 144th Place Orland Park, IL 60462-2562 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,260 | 470.0 |
| (b) Individuals (high net worth individuals) | 140 | 262.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 120 | 178.0 |
| Total | 3,910 | 910.0 |
| By Discretionary | ||
| Discretionary | 3,910 | 910.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,910 | 910.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 910.0 | |
| Total | 3,910 | 910.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rhame & Gorrell Wealth Management LLC
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|
TX | 0.9 |
|
Grace & White Inc
✚
|
NY | 0.9 |
|
Goldstone Financial Group LLC
✚
|
IL | 0.9 |
|
J Safra Sarasin Asset Management North America Ltd
✚
|
0.9 | |
|
Legacy Edge Advisors LLC
✚
|
NY | 0.9 |
|
American Financial Advisors LLC
✚
|
GA | 0.9 |
|
Tobias Financial Advisors Inc
✚
|
FL | 0.9 |
|
Giraffes Inc
✚
|
MS | 0.9 |
|
Capital Investment Counsel Inc
✚
|
NC | 0.9 |
|
Sachetta LLC
✚
|
MA | 0.9 |