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Building 2STRATEGIC INVESTMENT ADVISORS, LLC

Map pinSYLVANIA, OH
Phone419-517-9100
NotebookSEC #801-64681
Total AUM
$101.7M
Employees
2
Clients
168

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6400 MONROE ST.
SUITE A
SYLVANIA
OH 43560
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
419-517-9100

ReceiptFinancials

Total AUM
$101.7M
Accounts
369
Discretionary
$62.9M
Accounts
349
Non-Discretionary
$38.8M
Accounts
20

ContactClients

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Individual Clients
132
AUM
$40.2M
HNW Individual Clients
11
AUM
$15.6M
Pension/Profit Sharing Plan Clients
23
AUM
$41.4M
Charitable Organization Clients
1
AUM
$1.3M
Corporation or Business Clients
1
AUM
$3.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ADVISORY SERVICES RELATED TO INSURANCE PRODUCTS.
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINMIOH

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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