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Strategic Portfolio Solutions, LLC

● SEC registered since 2024CRD 156374SEC# 801-131029Dallas, TX
Export (members)
Reg. AUM
$112M
Employees
5
Accounts
355
Location
Dallas, TX

Strategic Portfolio Solutions, LLC assets under management

Strategic Portfolio Solutions, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2024. It reports $112 million in regulatory assets under management and employs 5 people.
www.linkedin.com/in/rob-aikey-938a742View on SEC.gov ↗

Strategic Portfolio Solutions, LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert Andrew Aikey ControlManaging Member & Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Strategic Portfolio Solutions, LLC manage?

Strategic Portfolio Solutions, LLC reports $112 million in regulatory assets under management on its Form ADV.

How many employees does Strategic Portfolio Solutions, LLC have?

Strategic Portfolio Solutions, LLC reports 5 employees.

Where is Strategic Portfolio Solutions, LLC located?

Strategic Portfolio Solutions, LLC is based in Dallas, TX and has been SEC-registered since 2024.

Does Strategic Portfolio Solutions, LLC disclose fund performance?

Strategic Portfolio Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address17304 Preston Road, Suite 125, Dallas, TX 75252
Phone(214) 446-4910
Office hours8:00a.m.- 4:30p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$107.8M
Non-discretionary$4.2M
Total (RAUM)$112M