Strategic Income Group LLC

RIASEC RegisteredEst. 2016

Total AUM

$362M

Discretionary

$355M

98% of AUM

Avg account

$299K

Accounts

1,211

Employees

Advisory reps

Firm details

Headquarters: Chandler, Arizona
CRD number: 165839
Registered since: December 12, 2016
Website: strategicincomegroup.com
Custodians: CHARLES SCHWAB & CO., INC., INSPIRA FINANCIAL TRUST, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals67.22%
HNWI18.87%
Pooled Investment Vehicles11.76%
Pension & Profit Sharing Plans2.15%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Strategic Income Group LLC is an SEC-registered independent registered investment adviser organized as an LLC and operating since 2016. The firm positions itself as a capital allocator that serves both individual/family and institutional clients, offering fee arrangements that include asset-based fees, hourly billing, and fixed fees. Alongside investment advisory work, the firm is also registered to perform insurance brokerage. Advisory services listed on the firm’s filings include financial planning, discretionary portfolio management for individuals and small businesses, management for pooled investment vehicles, pension consulting services, the selection of third‑party advisers, and client education through publications and seminars. The filing notes the firm is not an active ESG investor and it does not identify as a multi‑state or related adviser.