2330 W. Ray Road
Suite 3
Chandler, Arizona 85224
Tel: 480-466-7070
STRATEGIC INCOME GROUP LLC, formally registered with the SEC as STRATEGIC INCOME GROUP LLC. The firm was established in 12/12/2016. They have over 2 offices throughout the country.
STRATEGIC INCOME GROUP LLC is a Chandler, Arizona based Financial Planning firm with nearly $316,200,677 assets under management, offering retirement planning & investment advisory services to 1068 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 165839 |
SEC# | 801-108752 |
Assets Managed by Firm | $316,200,677 |
No. of Clients | 1068 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1068 | $316,200,677 |
Individuals (other than high net worth individuals) | 332 | $184,370,349 |
High net worth individuals | 27 | $78,247,069 |
Pension and profit sharing plans | Fewer than 5 clients | $13,100,718 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$94,557,613,744 | 437201 | 6838 | |
$57,786,360,253 | 69 | 121 | |
$32,630,475,936 | 25 | 152 | |
$22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
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