STRATEGIC PORTFOLIO ADVISORS

RIASEC Registered

Total AUM

$97.4M

Discretionary

$12.7M

13% of AUM

Avg account

$1.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: LAS VEGAS, Nevada
CRD number: 132825
Website: www.spainvest.com.br
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI44.31%
Individuals28.05%
Other16.93%
Corporations / Businesses9.6%
Charitable Organizations1.11%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Strategic Portfolio Advisors is an independent registered investment adviser structured as a corporation and owned by an individual. The firm serves both individual and family clients alongside some institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Compensation methods include a percentage-of-AUM fee as well as hourly and fixed-fee arrangements. Strategic Portfolio Advisors reports it is not an active ESG investor, does not act as a capital allocator, and is not a multi-state or newly formed adviser.