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Building 2STRATEGIQ FINANCIAL GROUP, LLC

Map pinMERRILLVILLE, IN
Phone219-736-8902
NotebookSEC #801-68171
Total AUM
$1.6B
Employees
18
Clients
1,183

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 EAST 90TH DRIVE
SUITE A
MERRILLVILLE
IN 46410
United States
Operating Hours
8:30-5:00 CENTRAL
Monday - Friday
Phone
219-736-8902
Other Offices
5

ReceiptFinancials

Total AUM
$1.6B
Accounts
3,230
Discretionary
$1.5B
Accounts
3,221
Non-Discretionary
$11.8M
Accounts
9

ContactClients

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Individual Clients
776
AUM
$110.4M
HNW Individual Clients
370
AUM
$1.3B
Pension/Profit Sharing Plan Clients
26
AUM
$27.7M
Charitable Organization Clients
5
AUM
$19.8M
Corporation or Business Clients
6
AUM
$57.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SUBSCRIPTION FEE - INTERACTIVE WEALTH MANAGEMENT PORTAL SERVICE

Shield checkCompliance

Disclosures
Felony Charge
State Registrations
AZCACOCTFLGAIAILINMIMNMONCNHNJNYOHPASCTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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