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Building 2STRATEGIC INVESTMENT SOLUTIONS, INC.

Map pinORLAND PARK, IL
Phone708-645-8820
NotebookSEC #801-67584
Total AUM
$830.2M
Employees
14
Clients
2,695

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9501 W 144TH PLACE
ORLAND PARK
IL 60462-2562
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
708-645-8820
Other Offices
3

ReceiptFinancials

Total AUM
$830.2M
Accounts
3,631
Discretionary
$830.2M
Accounts
3,631
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,446
AUM
$439.7M
HNW Individual Clients
154
AUM
$306M
Other Clients
95
AUM
$84.5M
Description of Other Clients
401K PLANS

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILINMNOHTNTXWAWI

HandshakeAffiliates

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

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