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STRATEGIC ADVISORY SERVICES
STRATEGIC ADVISORY SERVICES, LLC
CRD 287984 · SEC 801-123188
6465 QUAIL HOLLOW ROAD, SUITE 301, MEMPHIS, TN, 38120, United States
Phone
901-751-2025
Fax
901-751-2866
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$201.2M
Discretionary AUM
$201.2M
Team
10 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersDERIVATIVES INVOLVING COVERED CALL OPTION STRATEGIES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 213 | $74.9M |
| High net worth individuals | 39 | $110.7M |
| Charitable organizations | 2 | $15.6M |
States served
AR, GA, LA, MS, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD