Strubel Investment Management, LLC

RIAState Registered

Total AUM

$55.2M

Discretionary

$52.1M

94% of AUM

Avg account

$246K

Accounts

224

Employees

Advisory reps

Firm details

Headquarters: Lancaster, Pennsylvania
CRD number: 151455
Website: strubelim.com
Custodians: TRADEPMR BY ROBINHOOD, GOLDMAN SACHS CUSTODY SOLUTIONS, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals59.18%
HNWI34.38%
Pension & Profit Sharing Plans5.56%
Charitable Organizations0.48%
Corporations / Businesses0.4%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Strubel Investment Management, LLC is an independent, Pennsylvania-registered advisory firm organized as an LLC and owned by an individual principal. The firm serves both individual/family and institutional clients, providing financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets arrangement with hourly charges. The firm does not position itself as an ESG-focused manager, does not operate as a capital allocator, and does not market pension consulting or related-adviser services.