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STRATEGIC INVESTMENT MANAGEMENT, LLC

1001 19th St. N.,17th Fl.
Arlington, Virginia 22209-1722
Tel: 703-243-4433

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About STRATEGIC INVESTMENT MANAGEMENT, LLC

STRATEGIC INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as STRATEGIC INVESTMENT MANAGEMENT, LLC. The firm was established in 04/01/1988. They have over 1 offices throughout the country.

STRATEGIC INVESTMENT MANAGEMENT, LLC is a Arlington, Virginia based Financial Planning firm with nearly $26,988,658,396 assets under management, offering retirement planning & investment advisory services to 84 clients. The firm is staffed with 99 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#104862
SEC#801-31849
Assets Managed by Firm$26,988,658,396
No. of Clients84
No. of Advisors99

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total84$26,988,658,396
High net worth individuals3$91,218,059
Pension and profit sharing plans21$15,544,344,042
Charitable organizations30$9,319,409,459
Corporations or other businesses4$987,646,961

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