Strategic Portfolio Solutions, LLC
Strategic Portfolio Solutions, LLC is an SEC-registered mass-market adviser in Dallas, TX with $136.2M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Strategic Portfolio Solutions, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 156374, SEC 801-131029, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $136.2M (2026-03-06)
- Firm type
- Mass-Market Adviser
- Location
- Dallas, TX
- Employees
- 5
- Clients
- 188
- CRD
- 156374
- Ownership
- AIKEY, ROBERT, ANDREW
How much AUM does Strategic Portfolio Solutions, LLC have?
Strategic Portfolio Solutions, LLC reported $136.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Strategic Portfolio Solutions, LLC?
Disclosed owners and executives of Strategic Portfolio Solutions, LLC include AIKEY, ROBERT, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.