STRATEGIA INVESTMENTS, LLC
Firm details
- Headquarters
- OREM, Utah
- CRD number
- 328696
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Strategia Investments, LLC is a limited liability company that specializes in portfolio management for individuals, small businesses, and institutions. The firm operates under a fee structure based on a percentage of assets under management. While it does not classify itself as an active ESG investor, it focuses on delivering tailored investment strategies to its diverse client base. The firm is not a capital allocator and does not serve as a pension consultant, indicating a concentrated approach to its advisory activities.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Marcus Tsukuda
Founding PartnerCRD 7821054
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OREM, UT
UTAH
Location
OREM, UT
Headquartered in OREM, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- UTAH
- Address
- 473 E 1600 S
- Time zone
- MT (UTC-7)
- Office locations
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