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STRATEGIC ADVISORY SERVICES, L.L.C.
10333 Richmond Ave.
Suite 720
Houston, Texas 77042
Tel: 713-977-3800
About STRATEGIC ADVISORY SERVICES, L.L.C.
STRATEGIC ADVISORY SERVICES, LLC, formally registered with the SEC as STRATEGIC ADVISORY SERVICES, LLC. The firm was established in 05/21/2018. They have over 1 offices throughout the country.
STRATEGIC ADVISORY SERVICES, L.L.C. is a Houston, Texas based Financial Planning firm with nearly $168,317,218 assets under management, offering retirement planning & investment advisory services to 404 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108706 |
| SEC# | 801-113260 |
| Assets Managed by Firm | $168,317,218 |
| No. of Clients | 404 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Other (THIRD PARTY REFERRAL FEES (SELECTION OF OTHER ADVISERS))
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (ITEM 5.G.(2) IS PROVIDED THROUGH 5.G.(7) AND ASSET ALLOCATION SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 404 | $168,317,218 |
| Individuals (other than high net worth individuals) | 167 | $96,743,719 |
| High net worth individuals | 47 | $71,435,133 |
| Corporations or other businesses | 1 | $138,366 |
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