Be advised. This firm is no longer registered.

D/b/a Strategic Portfolio Management

D/b/a Strategic Portfolio Management (CRD# 109734) is a financial advisory firm headquartered in Greenwich, CT. They manage $1,822,081 in 8 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
P.o. Box 891, Greenwich, CT 06836
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $227,760
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, MN, TX

Financial Advisors at D/b/a Strategic Portfolio Management
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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