STRATEGIC INCOME GROUP LLC

2330 W. Ray Road
Suite 3
Chandler, Arizona 85224
Tel: 480-466-7070

About STRATEGIC INCOME GROUP LLC

STRATEGIC INCOME GROUP LLC, formally registered with the SEC as STRATEGIC INCOME GROUP LLC. The firm was established in 12/12/2016. They have over 2 offices throughout the country.

STRATEGIC INCOME GROUP LLC is a Chandler, Arizona based Financial Planning firm with nearly $316,200,677 assets under management, offering retirement planning & investment advisory services to 1068 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165839
SEC#	801-108752
Assets Managed by Firm	$316,200,677
No. of Clients	1068
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1068	$316,200,677
Individuals (other than high net worth individuals)	332	$184,370,349
High net worth individuals	27	$78,247,069
Pension and profit sharing plans	Fewer than 5 clients	$13,100,718

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