← Back to searchVisit website
STRATEGIC PORTFOLIO ADVISORS, INC.
CRD 147194
194 MARINA DRIVE, SUITE 202, LONG BEACH, CA, 90803, United States
Phone
(562) 430-4872
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$103.8M
Discretionary AUM
$103.8M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-08
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 112 | $35.9M |
| High net worth individuals | 35 | $66.8M |
| Charitable organizations | 1 | $1.2M |
All web addresses on file
Official SEC filing: View on IAPD