Strategic Portfolio Advisors
Strategic Portfolio Advisors is an SEC-registered ria with $109.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Strategic Portfolio Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 132825, data through 2015-02-05.
- AUM (assets under management / regulatory AUM)
- $109.8M (2015-02-05)
- Firm type
- Ria
- Employees
- 275
- CRD
- 132825
- Ownership
- RAATZ, DONALD, JOHN
How much AUM does Strategic Portfolio Advisors have?
Strategic Portfolio Advisors reported $109.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2015-02-05).
Who owns Strategic Portfolio Advisors?
Disclosed owners and executives of Strategic Portfolio Advisors include RAATZ, DONALD, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.