Strategic International
Firm details
- Headquarters
- ,
- CRD number
- 287914
- Registered since
- March 22, 2017
- Website
- strategic.international
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Strategic International is an independent registered investment adviser organized as a limited liability company and operating since 2017. The firm is individually owned and positions itself as a small-scale wealth manager focused on portfolio management for individuals and small businesses. It charges clients a fee based on a percentage of assets under management and reports a client base comprised primarily of individual and family investors. Strategic International does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Taylor Shockey
Managing Principal, Chief Investment OfficerCRD 5685254
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Aesop Advisor, LLC
RIAOlde World Investments
RIABoggess Asset Management
RIAWest Palm Beach, FL
FSO Wealth
RIADallas, TX
Gladiator Capital Management
RIAResource Capital Management, LLC
RIAReno, NV