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STRATEGIC INVESTMENT ADVISORS, LLC

UUID2563fa53-036c-5f45-8e11-330ddce3286a
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:51
Updated2025-10-23 02:23:51

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 151501 151501 1.0
cik 0001760540 1760540
sec_file_number 801-110692 801-110692

Profile

WebsiteHTTP://RETIREMENTPLANNINGEDU.COM/
HQ CityNOVI
HQ StateMI
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • C2 PRIVATE WEALTH adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)1,181,835,232.0
  • RAUM (discretionary)1,181,835,232.0
  • Actionable assets807,086,713.0
  • Accounts7,639.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM14,986,390.0
  • HNW AUM788,493,184.0

As of 2025-03-12 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.