STRATEGIC PORTFOLIO MANAGERS

One Northfield Plaza
Suite 300
Northfield, Illinois 60093
Tel: (847) 441-2600

About STRATEGIC PORTFOLIO MANAGERS

STRATEGIC PORTFOLIO MANAGERS, formally registered with the SEC as STRATEGIC PORTFOLIO MANAGERS. The firm was established in 04/28/2023. They have over 2 offices throughout the country.

STRATEGIC PORTFOLIO MANAGERS is a Northfield, Illinois based Financial Planning firm with nearly $127,051,519 assets under management, offering retirement planning & investment advisory services to 250 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155286
SEC#	801-127818
Assets Managed by Firm	$127,051,519
No. of Clients	250
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	250	$127,051,519
Individuals (other than high net worth individuals)	40	$8,741,563
High net worth individuals	43	$110,187,102
Corporations or other businesses	1	$8,122,854

More Retirement Planning firms in Northfield, Illinois:

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INVESCO CAPITAL MANAGEMENT LLC 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515	$545,530,164,135	401	220
ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

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