STRONGSIDE ASSET MANAGEMENT LLC
Firm details
- Headquarters
- OAK BROOK, Illinois
- CRD number
- 315542
- Website
- strongsideasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals63.79%
- HNWI36.21%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Strongside Asset Management LLC is an independent registered investment adviser structured as a limited liability company that focuses on serving individuals and families. The firm provides financial planning and discretionary portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM, hourly, and fixed fees. Its investment practice emphasizes publicly traded equities and exchange-traded vehicles as the primary building blocks, with discretionary authority over client accounts, giving portfolio managers the flexibility to implement tax-aware trading, rebalancing and position-level adjustments. The firm’s client base and service set indicate a boutique advisory model: relatively small client counts, individualized account management, and use of separately managed account-style implementations. Strongside does not position itself as an ESG-focused manager and operates primarily within a single-state adviser footprint. Custody and trading infrastructure are routed through mainstream institutional channels to support execution and reporting.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds24%
- Cash & Cash Equivalents18%
- US Government Bonds3%
- State & Local Bonds2%
Contacts
1 of 1Tyler Murphy
Founder & PresidentCRD 6794541
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OAK BROOK, IL
DU PAGE
Location
OAK BROOK, IL
Headquartered in OAK BROOK, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- DU PAGE
- Address
- 815 Commerce Dr
- Time zone
- CT (UTC-6)
- Office locations
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