Falists
← Back to search

STRATEGIC PORTFOLIO ADVISORS

CRD 132825 · SEC 801-80703

10161 PARK RUN DRIVE, SUITE 150, LAS VEGAS, NV, 89145, United States

Phone

702-515-7445

Fax

Registration

— (—)

Source

State registered

Total AUM

$97.4M

Discretionary AUM

$12.7M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-04-28

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals52$27.3M
High net worth individuals17$43.2M
Charitable organizations2$1.1M
Corporations/business entities6$9.4M

Official SEC filing: View on IAPD