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Building 2STRATEGIC INCOME GROUP LLC

Map pinCHANDLER, AZ
Phone480-466-7070
NotebookSEC #801-108752
Total AUM
$362.4M
Employees
5
Clients
369

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2330 W. RAY ROAD
SUITE 3
CHANDLER
AZ 85224
United States
Operating Hours
730AM-430PM
Monday - Friday
Phone
480-466-7070
Other Offices
1

ReceiptFinancials

Total AUM
$362.4M
Accounts
1,211
Discretionary
$354.6M
Accounts
1,207
Non-Discretionary
$7.8M
Accounts
4

ContactClients

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Individual Clients
346
AUM
$243.6M
HNW Individual Clients
20
AUM
$68.4M
Pooled Vehicle Clients
2
AUM
$42.6M
Pension/Profit Sharing Plan Clients
1
AUM
$7.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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