| Name | Title | Ownership | Since |
|---|---|---|---|
| Advisor Support Network, LLC | Member | 10-25% | 2021 |
| Cassidy and Associates Inc. Control | Member | Over 75% | 2021 |
| Heather Lynn Lyon Control | Chief Compliance Officer | Under 5% | 2023 |
Strategic Investment Advisors, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
Strategic Investment Advisors, LLC reports 11 employees.
Strategic Investment Advisors, LLC is based in Novi, MI and has been SEC-registered since 2017.
Strategic Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 29409 Haggerty Road, Suite 200, Novi, MI 48377 |
| Phone | 248-567-6688 |
| Fax | 248-327-0845 |
| Office hours | By Appointment Starting 10a.m. Est |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1760540 |
| Discloses disciplinary history | No |
| Discretionary | $1.18B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.18B |