STRATEGIC INVESTMENT SOLUTIONS, INC.

9501 W 144th Place
Orland Park, Illinois 60462-2562
Tel: 708-645-8820

About STRATEGIC INVESTMENT SOLUTIONS, INC.

STRATEGIC INVESTMENT SOLUTIONS, INC, formally registered with the SEC as STRATEGIC INVESTMENT SOLUTIONS, INC. The firm was established in 03/23/2007. They have over 6 offices throughout the country.

STRATEGIC INVESTMENT SOLUTIONS, INC. is a Orland Park, Illinois based Financial Planning firm with nearly $910,000,000 assets under management, offering retirement planning & investment advisory services to 3910 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143128
SEC#	801-67584
Assets Managed by Firm	$910,000,000
No. of Clients	3910
No. of Advisors	18

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	3910	$910,000,000
Individuals (other than high net worth individuals)	2260	$470,000,000
High net worth individuals	140	$262,000,000

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