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Strategic Advisory Services, L.L.C.

● SEC registered since 2018CRD 108706SEC# 801-113260Houston, TX
Export (members)
Reg. AUM
$168.3M
Employees
6
Accounts
404
Location
Houston, TX

Strategic Advisory Services, L.L.C. assets under management

Strategic Advisory Services, L.L.C. operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2018. It reports $168.3 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/strategic-advisory-services-l-p-View on SEC.gov ↗

Strategic Advisory Services, L.L.C. owners & executives

3 reported
NameTitleOwnershipSince
Jeremy Brandon Joiner ControlChief Compliance Officer/Vice PresidentUnder 5%2020
Richard Allen Grbac ControlManaging Member/President50-75%2004
Sue Bersuder Grbac ControlMember/Secretery/Treasurer50-75%2016

Frequently asked questions

How much does Strategic Advisory Services, L.L.C. manage?

Strategic Advisory Services, L.L.C. reports $168.3 million in regulatory assets under management on its Form ADV.

How many employees does Strategic Advisory Services, L.L.C. have?

Strategic Advisory Services, L.L.C. reports 6 employees.

Where is Strategic Advisory Services, L.L.C. located?

Strategic Advisory Services, L.L.C. is based in Houston, TX and has been SEC-registered since 2018.

Does Strategic Advisory Services, L.L.C. disclose fund performance?

Strategic Advisory Services, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10333 Richmond Ave., Suite 720, Houston, TX 77042
Phone713-977-3800
Fax713-977-2728
Office hours8:30 a.m. - 4:30 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$168.3M
Non-discretionary$0
Total (RAUM)$168.3M