Strategic Portfolio Solutions, LLC
Strategic Portfolio Solutions, LLC (CRD# 156374) is a financial advisory firm headquartered in Dallas, TX. They manage $89,640,884 in 299 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Strategic Portfolio Solutions, LLC
By the Numbers
-
Total Assets Under Management90MILLION
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Total Number of Accounts299ACCOUNTS
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Average Account Value$299,802
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, LA, NC, TX
Financial Advisors at Strategic Portfolio Solutions, LLC
1
Robert Aikey (CRD# 2574224) is an Investment Advisor Representative working at Strategic Portfolio Solutions, LLC in Dallas, TX and has over 29 years of experience in the finance industry.
2
Stephen Jenkins (CRD# 4264149) is an Investment Advisor Representative working at Strategic Portfolio Solutions, LLC in Dallas, TX and has over 23 years of experience in the finance industry.
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