Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > tennessee > memphis > STRATEGIC ADVISORY SERVICES
STRATEGIC ADVISORY SERVICES
6465 Quail Hollow Road
Suite 301
Memphis, Tennessee 38120
Tel: 901-751-2025
About STRATEGIC ADVISORY SERVICES
STRATEGIC ADVISORY SERVICES, formally registered with the SEC as STRATEGIC ADVISORY SERVICES. The firm was established in 03/16/2022. They have over 1 offices throughout the country.
STRATEGIC ADVISORY SERVICES is a Memphis, Tennessee based Financial Planning firm with nearly $177,512,000 assets under management, offering retirement planning & investment advisory services to 525 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 287984 |
| SEC# | 801-123188 |
| Assets Managed by Firm | $177,512,000 |
| No. of Clients | 525 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (DERIVATIVES INVOLVING COVERED CALL OPTION STRATEGIES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 525 | $177,512,000 |
| Individuals (other than high net worth individuals) | 140 | $74,223,734 |
| High net worth individuals | 47 | $87,480,166 |
| Charitable organizations | 2 | $15,808,100 |
More Retirement Planning firms in Memphis, Tennessee:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $651,482,000,000 | 62140 | 4565 | |
| $14,371,072,726 | 37 | 37 | |
| $13,961,190,744 | 9 | 48 | |
| $12,356,541,464 | 8945 | 236 | |
| $10,409,129,905 | 208 | 42 |
Explore More Retirement Advisors in Memphis, Tennessee