|
⚲
|
| Strickler Investment Services LLC
✚
|
|
|---|---|
| CRD # | 332778 |
| SEC # | 801-135505 |
| CIK # | |
| AUM | $107.3 M (2026-02-05) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 517-618-9000 |
| Address | 10299 E Grand River Rd Brighton, MI 48116 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 259 | 67.1 |
| (b) Individuals (high net worth individuals) | 18 | 38.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 2.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 672 | 107.3 |
| By Discretionary | ||
| Discretionary | 672 | 107.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 672 | 107.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.3 | |
| Total | 672 | 107.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sherpa Capital Management LLC
✚
|
0.1 | |
|
IDLE Hill Advisors LLC
✚
|
SC | 0.1 |
|
Meschel Wealth Management LLC
✚
|
0.1 | |
|
SKM Wealth Advisors LLC
✚
|
PA | 0.1 |
|
DOVE Investment Research and Management Inc
✚
|
CA | 0.1 |
|
North Bay Wealth Management
✚
|
CA | 0.1 |
|
Omnitrust Wealth Management Inc
✚
|
FL | 0.1 |
|
Elevate Financial Planning and Wealth Management LLC
✚
|
FL | 0.1 |
|
Martin Wealth Management
✚
|
0.1 | |
|
Ardenwood Advisors LLC
✚
|
0.1 |