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STRATEGIC ADVISORY PARTNERS, LLC

UUIDd3dd2d80-a2ae-56dd-a5df-2f3c1694ed1f
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:55
Updated2025-10-23 02:23:55

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 314842 314842 1.0
sec_file_number 801-134091 801-134091

Profile

Websitehttps://www.strategicadvisorypartners.com
HQ CityGREENSBORO
HQ StateNC
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • STRATEGIC ADVISORY PARTNERS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)124,263,148.0
  • RAUM (discretionary)98,334,061.0
  • Actionable assets93,268,042.0
  • Accounts709.0

Institutional Clients

  • Government AUM
  • Pension AUM29,347,465.0
  • Charitable AUM
  • HNW AUM63,659,252.0

As of 2025-07-02 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.