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STRATEGIC ADVISORY SERVICES, L.L.C.
CRD 108706 · SEC 801-113260
2925 BRIARPARK DR., SUITE 720, HOUSTON, TX, 77042, United States
Phone
713-977-3800
Fax
713-977-2728
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$184.9M
Discretionary AUM
$184.9M
Team
5 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; THIRD PARTY REFERRAL FEES (SELECTION OF OTHER ADVISERS)
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersITEM 5.G.(2) IS PROVIDED THROUGH 5.G.(7) AND ASSET ALLOCATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 156 | $68.8M |
| High net worth individuals | 51 | $115.9M |
| Corporations/business entities | 1 | $122K |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD