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STRATEGIC ADVISORY PARTNERS
STRATEGIC ADVISORY PARTNERS, LLC
CRD 314842 · SEC 801-134091
3819 LAWNDALE DRIVE, GREENSBORO, NC, 27455, United States
Phone
336-790-2560
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$191.4M
Discretionary AUM
$161.3M
Team
8 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 260 | $36.6M |
| High net worth individuals | 73 | $121.1M |
| Pension/profit sharing plans | 11 | $33.4M |
| Corporations/business entities | 2 | $383K |
States served
LA, NC, SC
All web addresses on file
Official SEC filing: View on IAPD