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FIGURE 8 INVESTMENT STRATEGIES LLC
CRD 282973 · SEC 801-120489
1410 W WASHINGTON ST, BOISE, ID, 83702, United States
Phone
(208) 385-0078
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$233.4M
Discretionary AUM
$233.4M
Team
7 total employees; 7 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 92 | $58.2M |
| High net worth individuals | 71 | $159.2M |
| Charitable organizations | 12 | $15.2M |
| Corporations/business entities | 1 | $751K |
States served
CA, ID, MT, NY, OR, PA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD