Strategic Investment Services Inc.
Strategic Investment Services Inc. (CRD# 124909) is a financial advisory firm headquartered in Burlington, NJ. They manage $19,685,941 in 64 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Strategic Investment Services Inc.
By the Numbers
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Total Assets Under Management20MILLION
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Total Number of Accounts64ACCOUNTS
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Average Account Value$307,593
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ
Financial Advisors at Strategic Investment Services Inc.
1
Richard Mauro (CRD# 4628278) is an Investment Advisor Representative working at Strategic Investment Services Inc. in Burlington, NJ and has 1 year of experience in the finance industry.
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