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STRATEGIC INCOME GROUP LLC
CRD 165839 · SEC 801-108752
2330 W. RAY ROAD, SUITE 3, CHANDLER, AZ, 85224, United States
Phone
480-466-7070
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$362.4M
Discretionary AUM
$354.6M
Team
5 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 346 | $243.6M |
| High net worth individuals | 20 | $68.4M |
| Pooled investment vehicles | 2 | $42.6M |
States served
AZ, CA, ID, TX, FL
All web addresses on file
Official SEC filing: View on IAPD