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STRATEGIC INVESTMENT SOLUTIONS, INC.
CRD 143128 · SEC 801-67584
9501 W 144TH PLACE, ORLAND PARK, IL, 60462-2562, United States
Phone
708-645-8820
Fax
708-403-4228
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$830.2M
Discretionary AUM
$830.2M
Team
14 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-16
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2446 | $439.7M |
| High net worth individuals | 154 | $306.0M |
States served
AZ, CA, IL, IN, MN, OH, TN, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD